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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 | $71,529 | $125,184-42.9% | $105,607-32.3% | $145,884-51.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 19.82% | 225.00%-205.2pp | 116.11%-96.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $1,252 | $3,720-66.4% | $3,167-60.5% | $4,662-73.2% |
| Participant deferral / active EE | $3,822 | $5,714-33.1% | $5,011-23.7% | $6,690-42.9% |
| Admin fee / account holder | $253 | $17,133-98.5% | $10,958-97.7% | $13,392-98.1% |