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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 | $82,890 | $77,638+6.8% | $156,551-47.1% | $62,881+31.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.28% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,317 | $3,444-61.8% | $5,501-76.1% | $2,281-42.3% |
| Participant deferral / active EE | $3,810 | $3,046+25.1% | $4,871-21.8% | $3,203+18.9% |
| Admin fee / account holder | $86 | $5,561-98.4% | $13,028-99.3% | $4,296-98.0% |