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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 | $129,094 | $106,918+20.7% | $84,021+53.6% | $152,897-15.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 21.98% | 105.01%-83.0pp | 71.32%-49.3pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,815 | $2,735-33.6% | $1,984-8.5% | $4,764-61.9% |
| Participant deferral / active EE | $12,771 | $4,012+218.3% | $3,239+294.3% | $5,851+118.3% |
| Admin fee / account holder | $20 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |