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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 | $65,695 | $118,877-44.7% | $96,570-32.0% | $167,536-60.8% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 15.16% | 50.50%-35.3pp | 37.79%-22.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,248 | $3,121-27.9% | $2,357-4.6% | $4,839-53.5% |
| Participant deferral / active EE | $2,829 | $4,617-38.7% | $3,849-26.5% | $6,342-55.4% |
| Admin fee / account holder | $251 | $8,069-96.9% | $6,182-95.9% | $12,315-98.0% |