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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 | $44,875 | $111,830-59.9% | $93,696-52.1% | $145,884-69.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.56% | 204.08%-188.5pp | 133.74%-118.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,284 | $3,093-58.5% | $2,422-47.0% | $4,662-72.5% |
| Participant deferral / active EE | $4,895 | $4,920-0.5% | $4,417+10.8% | $6,690-26.8% |
| Admin fee / account holder | $4 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |