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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 | $30,991 | $108,882-71.5% | $96,754-68.0% | $154,746-80.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 21.10% | 98.39%-77.3pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,225 | $3,018-26.3% | $2,679-17.0% | $4,379-49.2% |
| Participant deferral / active EE | $7,038 | $5,323+32.2% | $4,758+47.9% | $6,730+4.6% |
| Admin fee / account holder | $156 | $10,200-98.5% | $8,905-98.2% | $14,365-98.9% |