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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 | $59,721 | $78,705-24.1% | $117,857-49.3% | $70,131-14.8% |
| Participation rate | 76.0% | 73.2%+2.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 22.41% | 23.30%-0.9pp | 335.09%-312.7pp | 73.14%-50.7pp |
| Employer contribution / active EE | $974 | $2,223-56.2% | $3,786-74.3% | $2,342-58.4% |
| Participant deferral / active EE | $6,635 | $3,297+101.2% | $4,482+48.0% | $3,332+99.1% |
| Admin fee / account holder | $114 | $5,065-97.7% | $8,020-98.6% | $4,645-97.5% |