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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 | $60,742 | $51,638+17.6% | $68,368-11.2% | $82,448-26.3% |
| Participation rate | 74.3% | 63.6%+10.7pp | 73.8%+0.5pp | 68.1%+6.2pp |
| Annual return | 17.30% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,304 | $2,047-36.3% | $2,649-50.8% | $2,551-48.9% |
| Participant deferral / active EE | $3,539 | $2,914+21.5% | $4,123-14.2% | $4,139-14.5% |
| Admin fee / account holder | $127 | $4,643-97.3% | $5,150-97.5% | $7,234-98.3% |