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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 | $59,846 | $61,125-2.1% | $94,057-36.4% | $87,485-31.6% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.3%+12.4pp | 68.9%+16.8pp |
| Annual return | 18.27% | 35.20%-16.9pp | 480.62%-462.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,451 | $2,136+14.7% | $2,933-16.4% | $2,596-5.6% |
| Participant deferral / active EE | $1,101 | $3,260-66.2% | $4,709-76.6% | $4,274-74.2% |
| Admin fee / account holder | $104 | $5,629-98.2% | $7,244-98.6% | $7,775-98.7% |