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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 | $70,547 | $157,296-55.2% | $141,191-50.0% | $152,897-53.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 27.03% | 64.34%-37.3pp | 71.41%-44.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $2,430 | $5,262-53.8% | $4,736-48.7% | $4,764-49.0% |
| Participant deferral / active EE | $4,773 | $7,111-32.9% | $6,710-28.9% | $5,851-18.4% |
| Admin fee / account holder | $39 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |