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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 | $62,668 | $111,787-43.9% | $93,681-33.1% | $145,978-57.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.11% | 203.52%-192.4pp | 133.47%-122.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,359 | $3,093-56.1% | $2,422-43.9% | $4,662-70.8% |
| Participant deferral / active EE | $4,357 | $4,918-11.4% | $4,415-1.3% | $6,690-34.9% |
| Admin fee / account holder | $10 | $10,256-99.9% | $8,290-99.9% | $13,400-99.9% |