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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 | $55,395 | $93,346-40.7% | $71,796-22.8% | $273,972-79.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 6.38% | 130.39%-124.0pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,854 | $2,733-32.2% | $1,924-3.7% | $4,869-61.9% |
| Participant deferral / active EE | $3,406 | $3,475-2.0% | $2,794+21.9% | $5,287-35.6% |
| Admin fee / account holder | $13 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |