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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 | $72,897 | $95,975-24.0% | $74,549-2.2% | $135,379-46.2% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | 5.97% | 56.96%-51.0pp | 32.53%-26.6pp | 519.79%-513.8pp |
| Employer contribution / active EE | $1,440 | $2,716-47.0% | $1,961-26.6% | $4,779-69.9% |
| Participant deferral / active EE | $2,001 | $3,844-47.9% | $3,108-35.6% | $5,609-64.3% |
| Admin fee / account holder | $261 | $6,522-96.0% | $5,059-94.8% | $10,828-97.6% |