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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 | $56,402 | $51,638+9.2% | $68,368-17.5% | $82,448-31.6% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 21.94% | 37.53%-15.6pp | 292.57%-270.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,455 | $2,047-28.9% | $2,649-45.1% | $2,551-43.0% |
| Participant deferral / active EE | $2,864 | $2,914-1.7% | $4,123-30.5% | $4,139-30.8% |
| Admin fee / account holder | $263 | $4,643-94.3% | $5,150-94.9% | $7,234-96.4% |