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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 | $50,026 | $93,346-46.4% | $71,796-30.3% | $273,972-81.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 6.67% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,091 | $2,733-23.5% | $1,924+8.7% | $4,869-57.1% |
| Participant deferral / active EE | $5,461 | $3,475+57.1% | $2,794+95.4% | $5,287+3.3% |
| Admin fee / account holder | $125 | $6,571-98.1% | $4,815-97.4% | $10,133-98.8% |