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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 | $51,501 | $93,346-44.8% | $71,796-28.3% | $273,972-81.2% |
| Participation rate | 76.5% | 76.5%-0.1pp | 69.1%+7.4pp | 83.0%-6.5pp |
| Annual return | 7.78% | 130.39%-122.6pp | 78.04%-70.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,223 | $2,733-55.3% | $1,924-36.4% | $4,869-74.9% |
| Participant deferral / active EE | $3,913 | $3,475+12.6% | $2,794+40.0% | $5,287-26.0% |
| Admin fee / account holder | $44 | $6,571-99.3% | $4,815-99.1% | $10,133-99.6% |