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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 | $63,054 | $112,915-44.2% | $90,965-30.7% | $158,950-60.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 40.85% | 215.75%-174.9pp | 134.57%-93.7pp | 302.91%-262.1pp |
| Employer contribution / active EE | $1,116 | $2,894-61.4% | $2,122-47.4% | $4,762-76.6% |
| Participant deferral / active EE | $6,130 | $4,128+48.5% | $3,373+81.7% | $5,983+2.5% |
| Admin fee / account holder | $65 | $8,044-99.2% | $5,960-98.9% | $11,248-99.4% |