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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 | $55,436 | $84,236-34.2% | $170,435-67.5% | $70,126-20.9% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 17.68% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,658 | $3,387-51.0% | $5,432-69.5% | $2,343-29.2% |
| Participant deferral / active EE | $6,008 | $3,086+94.7% | $4,939+21.6% | $3,332+80.3% |
| Admin fee / account holder | $245 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |