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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 | $55,501 | $111,830-50.4% | $93,696-40.8% | $145,884-62.0% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 17.75% | 204.08%-186.3pp | 133.74%-116.0pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,743 | $3,093-11.3% | $2,422+13.2% | $4,662-41.2% |
| Participant deferral / active EE | $3,822 | $4,920-22.3% | $4,417-13.5% | $6,690-42.9% |
| Admin fee / account holder | $41 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |