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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 | $55,101 | $98,776-44.2% | $149,745-63.2% | $79,856-31.0% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 15.45% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,893 | $3,217-41.2% | $4,646-59.2% | $2,471-23.4% |
| Participant deferral / active EE | $3,186 | $5,681-43.9% | $6,843-53.4% | $3,741-14.8% |
| Admin fee / account holder | $202 | $6,053-96.7% | $9,312-97.8% | $5,306-96.2% |