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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 | $80,170 | $98,760-18.8% | $149,715-46.5% | $79,858+0.4% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.8pp |
| Annual return | 24.20% | 27.43%-3.2pp | 276.66%-252.5pp | 31.72%-7.5pp |
| Employer contribution / active EE | $722 | $3,217-77.6% | $4,645-84.5% | $2,471-70.8% |
| Participant deferral / active EE | $3,995 | $5,681-29.7% | $6,842-41.6% | $3,740+6.8% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |