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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 | $110,410-50.5% | $102,437-46.7% | $145,897-62.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.46% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,404 | $4,217-43.0% | $3,871-37.9% | $4,663-48.4% |
| Participant deferral / active EE | $1,870 | $5,622-66.7% | $5,060-63.0% | $6,689-72.0% |
| Admin fee / account holder | $31 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |