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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 | $65,068 | $95,383-31.8% | $185,837-65.0% | $85,856-24.2% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 11.78% | 23.59%-11.8pp | 122.08%-110.3pp | 318.58%-306.8pp |
| Employer contribution / active EE | $2,654 | $3,313-19.9% | $5,168-48.6% | $2,565+3.5% |
| Participant deferral / active EE | $1,977 | $3,423-42.3% | $5,568-64.5% | $3,952-50.0% |
| Admin fee / account holder | $223 | $7,213-96.9% | $16,241-98.6% | $6,261-96.4% |