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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 | $55,498 | $112,121-50.5% | $95,960-42.2% | $158,966-65.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 19.13% | 171.16%-152.0pp | 91.63%-72.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,954 | $3,199-38.9% | $2,541-23.1% | $4,762-59.0% |
| Participant deferral / active EE | $6,042 | $4,784+26.3% | $4,167+45.0% | $5,983+1.0% |
| Admin fee / account holder | $268 | $10,135-97.4% | $6,797-96.1% | $11,250-97.6% |