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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 | $63,013 | $116,360-45.8% | $65,566-3.9% | $139,466-54.8% |
| Participation rate | 71.4% | 67.8%+3.7pp | 64.9%+6.5pp | 80.3%-8.9pp |
| Annual return | 17.79% | 31.23%-13.4pp | 47.40%-29.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,549 | $2,600-40.4% | $1,692-8.4% | $4,754-67.4% |
| Participant deferral / active EE | $3,876 | $4,242-8.6% | $2,832+36.9% | $6,712-42.2% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |