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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 | $81,741 | $115,814-29.4% | $101,275-19.3% | $158,982-48.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 13.22% | 56.16%-42.9pp | 46.48%-33.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,678 | $4,176-59.8% | $3,660-54.2% | $4,763-64.8% |
| Participant deferral / active EE | $5,285 | $4,958+6.6% | $4,371+20.9% | $5,983-11.7% |
| Admin fee / account holder | $137 | $7,249-98.1% | $5,948-97.7% | $11,252-98.8% |