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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 | $25,542 | $111,830-77.2% | $93,696-72.7% | $145,884-82.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 13.29% | 204.08%-190.8pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,258 | $3,093-27.0% | $2,422-6.8% | $4,662-51.6% |
| Participant deferral / active EE | $4,058 | $4,920-17.5% | $4,417-8.1% | $6,690-39.3% |
| Admin fee / account holder | $244 | $10,249-97.6% | $8,287-97.1% | $13,392-98.2% |