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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 | $62,101 | $78,707-21.1% | $117,861-47.3% | $70,126-11.4% |
| Participation rate | 81.5% | 73.2%+8.3pp | 79.7%+1.8pp | 69.5%+11.9pp |
| Annual return | 14.88% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $592 | $2,223-73.4% | $3,786-84.4% | $2,343-74.7% |
| Participant deferral / active EE | $3,992 | $3,297+21.1% | $4,482-10.9% | $3,332+19.8% |
| Admin fee / account holder | $284 | $5,066-94.4% | $8,021-96.5% | $4,645-93.9% |