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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 | $91,566 | $106,918-14.4% | $84,021+9.0% | $152,897-40.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 20.37% | 105.01%-84.6pp | 71.32%-50.9pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,405 | $2,735-48.6% | $1,984-29.2% | $4,764-70.5% |
| Participant deferral / active EE | $3,639 | $4,012-9.3% | $3,239+12.3% | $5,851-37.8% |
| Admin fee / account holder | $85 | $8,288-99.0% | $6,102-98.6% | $11,599-99.3% |