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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 | $54,601 | $110,337-50.5% | $102,383-46.7% | $145,877-62.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,404 | $4,216-43.0% | $3,870-37.9% | $4,663-48.4% |
| Participant deferral / active EE | $1,870 | $5,621-66.7% | $5,060-63.0% | $6,691-72.0% |
| Admin fee / account holder | $31 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |