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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 | $70,804 | $112,933-37.3% | $90,970-22.2% | $158,982-55.5% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 17.34% | 215.82%-198.5pp | 134.60%-117.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $956 | $2,893-67.0% | $2,122-55.0% | $4,763-79.9% |
| Participant deferral / active EE | $3,931 | $4,128-4.8% | $3,373+16.5% | $5,983-34.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |