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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 | $73,738 | $102,638-28.2% | $81,982-10.1% | $158,982-53.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.7pp |
| Annual return | 16.59% | 61.05%-44.5pp | 41.31%-24.7pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,877 | $3,241-42.1% | $2,498-24.9% | $4,763-60.6% |
| Participant deferral / active EE | $5,646 | $4,649+21.4% | $3,722+51.7% | $5,983-5.6% |
| Admin fee / account holder | $10 | $8,237-99.9% | $5,665-99.8% | $11,252-99.9% |