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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 | $55,424 | $47,944+15.6% | $67,834-18.3% | $62,881-11.9% |
| Participation rate | 76.9% | 61.1%+15.9pp | 68.8%+8.1pp | 69.3%+7.6pp |
| Annual return | 7.21% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $430 | $1,562-72.5% | $2,403-82.1% | $2,281-81.1% |
| Participant deferral / active EE | $3,126 | $2,247+39.2% | $3,160-1.1% | $3,203-2.4% |
| Admin fee / account holder | $253 | $3,712-93.2% | $4,622-94.5% | $4,296-94.1% |