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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 | $53,715 | $84,236-36.2% | $170,435-68.5% | $70,126-23.4% |
| Participation rate | 72.3% | 70.8%+1.5pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $787 | $3,387-76.8% | $5,432-85.5% | $2,343-66.4% |
| Participant deferral / active EE | $2,558 | $3,086-17.1% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,881-98.4% | $4,645-95.1% |