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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 | $75,198 | $58,828+27.8% | $78,002-3.6% | $62,881+19.6% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 8.77% | 17.16%-8.4pp | 425.99%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,111 | $1,672-33.5% | $2,470-55.0% | $2,281-51.3% |
| Participant deferral / active EE | $2,178 | $2,686-18.9% | $3,497-37.7% | $3,203-32.0% |
| Admin fee / account holder | $31 | $4,393-99.3% | $5,481-99.4% | $4,296-99.3% |