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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 | $83,580 | $90,486-7.6% | $78,676+6.2% | $273,972-69.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.63% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $740 | $3,175-76.7% | $2,850-74.0% | $4,869-84.8% |
| Participant deferral / active EE | $17,351 | $3,901+344.7% | $3,517+393.4% | $5,287+228.2% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |