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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 | $56,149 | $104,937-46.5% | $84,628-33.7% | $152,897-63.3% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 26.26% | 373.88%-347.6pp | 258.80%-232.5pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,557 | $3,303-52.9% | $2,653-41.3% | $4,764-67.3% |
| Participant deferral / active EE | $4,254 | $4,690-9.3% | $3,900+9.1% | $5,851-27.3% |
| Admin fee / account holder | $156 | $6,243-97.5% | $4,914-96.8% | $11,599-98.7% |