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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 | $51,045 | $111,878-54.4% | $93,727-45.5% | $145,897-65.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.43% | 204.28%-186.8pp | 133.83%-116.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,728 | $3,092-44.1% | $2,421-28.6% | $4,663-62.9% |
| Participant deferral / active EE | $7,944 | $4,920+61.4% | $4,417+79.8% | $6,689+18.8% |
| Admin fee / account holder | $205 | $10,256-98.0% | $8,292-97.5% | $13,390-98.5% |