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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 | $25,809 | $103,387-75.0% | $87,102-70.4% | $152,885-83.1% |
| Participation rate | 70.8% | 79.4%-8.5pp | 76.9%-6.0pp | 82.5%-11.6pp |
| Annual return | 75.68% | 28.10%+47.6pp | 28.19%+47.5pp | 345.39%-269.7pp |
| Employer contribution / active EE | $2,026 | $3,221-37.1% | $2,521-19.7% | $4,763-57.5% |
| Participant deferral / active EE | $5,724 | $4,778+19.8% | $4,048+41.4% | $5,851-2.2% |
| Admin fee / account holder | $258 | $12,193-97.9% | $7,491-96.6% | $11,598-97.8% |