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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 | $111,830-54.4% | $93,696-45.5% | $145,884-65.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.43% | 204.08%-186.7pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,728 | $3,093-44.1% | $2,422-28.6% | $4,662-62.9% |
| Participant deferral / active EE | $7,944 | $4,920+61.5% | $4,417+79.9% | $6,690+18.7% |
| Admin fee / account holder | $205 | $10,249-98.0% | $8,287-97.5% | $13,392-98.5% |