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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 | $90,324 | $97,125-7.0% | $86,233+4.7% | $137,256-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.55% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,379 | $2,841-16.3% | $2,504-5.0% | $4,156-42.8% |
| Participant deferral / active EE | $4,812 | $5,180-7.1% | $4,559+5.5% | $6,407-24.9% |
| Admin fee / account holder | $32 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |