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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 | $32,231 | $93,346-65.5% | $71,796-55.1% | $273,972-88.2% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | 5.94% | 130.39%-124.4pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,755 | $2,733-35.8% | $1,924-8.8% | $4,869-64.0% |
| Participant deferral / active EE | $3,441 | $3,475-1.0% | $2,794+23.1% | $5,287-34.9% |
| Admin fee / account holder | $182 | $6,571-97.2% | $4,815-96.2% | $10,133-98.2% |