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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 | $56,005 | $183,592-69.5% | $155,567-64.0% | $145,959-61.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.08% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,093 | $5,315-79.4% | $4,674-76.6% | $4,661-76.6% |
| Participant deferral / active EE | $2,710 | $6,464-58.1% | $5,628-51.9% | $6,689-59.5% |
| Admin fee / account holder | $45 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |