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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 | $82,570 | $166,268-50.3% | $165,100-50.0% | $145,897-43.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.16% | 100.52%-88.4pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,840 | $5,284-65.2% | $4,348-57.7% | $4,663-60.5% |
| Participant deferral / active EE | $8,040 | $6,964+15.4% | $6,035+33.2% | $6,689+20.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |