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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 | $58,114 | $103,038-43.6% | $90,324-35.7% | $152,909-62.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 25.63% | 95.25%-69.6pp | 78.15%-52.5pp | 345.46%-319.8pp |
| Employer contribution / active EE | $2,348 | $3,141-25.2% | $2,856-17.8% | $4,764-50.7% |
| Participant deferral / active EE | $7,396 | $4,282+72.7% | $3,885+90.4% | $5,851+26.4% |
| Admin fee / account holder | $122 | $6,177-98.0% | $5,356-97.7% | $11,601-99.0% |