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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 | $70,220 | $106,918-34.3% | $84,021-16.4% | $152,897-54.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 24.01% | 105.01%-81.0pp | 71.32%-47.3pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,032 | $2,735-62.3% | $1,984-48.0% | $4,764-78.3% |
| Participant deferral / active EE | $9,720 | $4,012+142.3% | $3,239+200.1% | $5,851+66.1% |
| Admin fee / account holder | $255 | $8,288-96.9% | $6,102-95.8% | $11,599-97.8% |