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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 | $50,411 | $77,908-35.3% | $149,696-66.3% | $75,173-32.9% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.54% | 31.73%-12.2pp | 134.46%-114.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,907 | $3,138-7.4% | $4,821-39.7% | $2,671+8.8% |
| Participant deferral / active EE | $5,264 | $3,411+54.3% | $5,682-7.4% | $4,126+27.6% |
| Admin fee / account holder | $121 | $5,950-98.0% | $13,212-99.1% | $5,651-97.9% |