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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 | $56,738 | $129,737-56.3% | $119,126-52.4% | $154,746-63.3% |
| Participation rate | 77.3% | 78.9%-1.6pp | 75.8%+1.5pp | 80.7%-3.4pp |
| Annual return | 18.62% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,633 | $4,375-62.7% | $4,034-59.5% | $4,379-62.7% |
| Participant deferral / active EE | $4,833 | $5,842-17.3% | $5,318-9.1% | $6,730-28.2% |
| Admin fee / account holder | $258 | $11,961-97.8% | $10,693-97.6% | $14,365-98.2% |