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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,967 | $52,279+1.3% | $89,414-40.8% | $79,852-33.7% |
| Participation rate | 89.5% | 57.5%+31.9pp | 68.0%+21.5pp | 69.6%+19.8pp |
| Annual return | 15.55% | 22.16%-6.6pp | 245.50%-230.0pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,113 | $1,572-29.1% | $2,586-57.0% | $2,471-54.9% |
| Participant deferral / active EE | $2,854 | $2,740+4.2% | $3,890-26.6% | $3,740-23.7% |
| Admin fee / account holder | $232 | $3,356-93.1% | $4,883-95.3% | $5,306-95.6% |