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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 | $81,034 | $83,337-2.8% | $67,834+19.5% | $273,972-70.4% |
| Participation rate | 88.2% | 76.4%+11.8pp | 68.8%+19.4pp | 83.0%+5.2pp |
| Annual return | 10.07% | 259.45%-249.4pp | 138.47%-128.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,175 | $3,287-33.8% | $2,403-9.5% | $4,869-55.3% |
| Participant deferral / active EE | $3,570 | $4,088-12.7% | $3,160+13.0% | $5,287-32.5% |
| Admin fee / account holder | $81 | $6,752-98.8% | $4,622-98.2% | $10,133-99.2% |