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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 | $39,482 | $52,279-24.5% | $89,414-55.8% | $79,852-50.6% |
| Participation rate | 79.3% | 57.5%+21.8pp | 68.0%+11.3pp | 69.6%+9.7pp |
| Annual return | 15.94% | 22.16%-6.2pp | 245.50%-229.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,555 | $1,572-1.1% | $2,586-39.9% | $2,471-37.1% |
| Participant deferral / active EE | $3,655 | $2,740+33.4% | $3,890-6.0% | $3,740-2.3% |
| Admin fee / account holder | $73 | $3,356-97.8% | $4,883-98.5% | $5,306-98.6% |