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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 | $69,931 | $54,541+28.2% | $78,778-11.2% | $70,126-0.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.23% | 21.07%-5.8pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,879 | $1,089+72.6% | $1,986-5.4% | $2,343-19.8% |
| Participant deferral / active EE | $5,626 | $2,210+154.5% | $2,958+90.2% | $3,332+68.8% |
| Admin fee / account holder | $224 | $3,709-94.0% | $5,134-95.6% | $4,645-95.2% |