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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 | $60,922 | $78,705-22.6% | $117,860-48.3% | $70,124-13.1% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 18.71% | 23.30%-4.6pp | 335.10%-316.4pp | 73.14%-54.4pp |
| Employer contribution / active EE | $644 | $2,223-71.0% | $3,786-83.0% | $2,342-72.5% |
| Participant deferral / active EE | $4,596 | $3,297+39.4% | $4,482+2.5% | $3,332+38.0% |
| Admin fee / account holder | $134 | $5,065-97.4% | $8,021-98.3% | $4,645-97.1% |