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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 | $76,887 | $91,179-15.7% | $178,499-56.9% | $79,852-3.7% |
| Participation rate | 84.8% | 69.2%+15.6pp | 81.9%+2.9pp | 69.6%+15.2pp |
| Annual return | 15.28% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,375 | $3,256-57.8% | $5,011-72.6% | $2,471-44.3% |
| Participant deferral / active EE | $4,219 | $3,236+30.4% | $5,202-18.9% | $3,740+12.8% |
| Admin fee / account holder | $12 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |