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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 | $72,071-21.2% | $68,368-17.0% | $137,256-58.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 24.21% | 353.14%-328.9pp | 292.57%-268.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,402 | $2,788-49.7% | $2,649-47.1% | $4,156-66.3% |
| Participant deferral / active EE | $4,794 | $4,410+8.7% | $4,123+16.3% | $6,407-25.2% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |