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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 | $64,789 | $112,131-42.2% | $95,964-32.5% | $158,982-59.2% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.6pp |
| Annual return | 19.07% | 171.19%-152.1pp | 91.64%-72.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,418 | $3,199-55.7% | $2,541-44.2% | $4,763-70.2% |
| Participant deferral / active EE | $5,245 | $4,784+9.6% | $4,167+25.9% | $5,983-12.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |