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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 | $61,125-0.6% | $94,057-35.4% | $87,485-30.6% |
| Participation rate | 74.3% | 64.1%+10.2pp | 73.3%+0.9pp | 68.9%+5.4pp |
| Annual return | 17.30% | 35.20%-17.9pp | 480.62%-463.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,304 | $2,136-39.0% | $2,933-55.6% | $2,596-49.8% |
| Participant deferral / active EE | $3,539 | $3,260+8.5% | $4,709-24.9% | $4,274-17.2% |
| Admin fee / account holder | $127 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |