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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 | $59,219 | $100,139-40.9% | $85,187-30.5% | $145,884-59.4% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.52% | 84.15%-67.6pp | 66.67%-50.1pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,098 | $3,238-66.1% | $2,732-59.8% | $4,662-76.5% |
| Participant deferral / active EE | $1,712 | $5,296-67.7% | $4,525-62.2% | $6,690-74.4% |
| Admin fee / account holder | $30 | $7,262-99.6% | $6,162-99.5% | $13,392-99.8% |