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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 | $52,557 | $78,707-33.2% | $117,861-55.4% | $70,126-25.1% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.8pp | 69.5%+2.3pp |
| Annual return | 16.39% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,597 | $2,223+16.8% | $3,786-31.4% | $2,343+10.9% |
| Participant deferral / active EE | $5,842 | $3,297+77.2% | $4,482+30.3% | $3,332+75.3% |
| Admin fee / account holder | $19 | $5,066-99.6% | $8,021-99.8% | $4,645-99.6% |