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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 | $76,216 | $90,486-15.8% | $78,676-3.1% | $273,972-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.88% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,011 | $3,175-36.7% | $2,850-29.4% | $4,869-58.7% |
| Participant deferral / active EE | $1,311 | $3,901-66.4% | $3,517-62.7% | $5,287-75.2% |
| Admin fee / account holder | $101 | $5,263-98.1% | $4,510-97.8% | $10,133-99.0% |