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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 | $82,774 | $124,346-33.4% | $111,308-25.6% | $167,536-50.6% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 17.97% | 37.45%-19.5pp | 54.67%-36.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $1,010 | $3,437-70.6% | $2,732-63.0% | $4,839-79.1% |
| Participant deferral / active EE | $5,069 | $5,182-2.2% | $4,487+13.0% | $6,342-20.1% |
| Admin fee / account holder | $63 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |