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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 | $75,350 | $99,652-24.4% | $78,778-4.4% | $147,586-48.9% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 17.75% | 47.28%-29.5pp | 35.62%-17.9pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,576 | $2,796-43.6% | $1,986-20.6% | $4,876-67.7% |
| Participant deferral / active EE | $2,457 | $3,664-32.9% | $2,958-16.9% | $5,439-54.8% |
| Admin fee / account holder | $104 | $7,155-98.6% | $5,134-98.0% | $10,886-99.0% |