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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 | $73,376 | $90,484-18.9% | $78,675-6.7% | $273,970-73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $923 | $3,175-70.9% | $2,850-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $1,862 | $3,901-52.3% | $3,517-47.1% | $5,287-64.8% |
| Admin fee / account holder | $59 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |