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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 | $121,632 | $93,346+30.3% | $71,796+69.4% | $273,972-55.6% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 4.20% | 130.39%-126.2pp | 78.04%-73.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $580 | $2,733-78.8% | $1,924-69.9% | $4,869-88.1% |
| Participant deferral / active EE | $2,586 | $3,475-25.6% | $2,794-7.5% | $5,287-51.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |