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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 | $82,852 | $100,901-17.9% | $75,501+9.7% | $147,586-43.9% |
| Participation rate | 87.0% | 77.1%+9.8pp | 72.4%+14.6pp | 82.8%+4.1pp |
| Annual return | 16.73% | 35.78%-19.1pp | 27.35%-10.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,566 | $3,253-51.9% | $2,352-33.4% | $4,876-67.9% |
| Participant deferral / active EE | $1,486 | $4,027-63.1% | $3,142-52.7% | $5,439-72.7% |
| Admin fee / account holder | $293 | $11,285-97.4% | $5,801-94.9% | $10,886-97.3% |