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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 | $56,768 | $102,595-44.7% | $94,057-39.6% | $154,746-63.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 24.21% | 583.42%-559.2pp | 480.62%-456.4pp | 172.34%-148.1pp |
| Employer contribution / active EE | $1,402 | $3,147-55.5% | $2,933-52.2% | $4,379-68.0% |
| Participant deferral / active EE | $4,794 | $5,118-6.3% | $4,709+1.8% | $6,730-28.8% |
| Admin fee / account holder | $74 | $7,736-99.0% | $7,244-99.0% | $14,365-99.5% |