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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 | $55,803 | $115,810-51.8% | $101,271-44.9% | $158,966-64.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.34% | 56.15%-37.8pp | 46.48%-28.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $968 | $4,175-76.8% | $3,660-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,937 | $4,958-60.9% | $4,371-55.7% | $5,983-67.6% |
| Admin fee / account holder | $293 | $7,248-96.0% | $5,948-95.1% | $11,250-97.4% |