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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 | $36,808 | $112,131-67.2% | $95,964-61.6% | $158,982-76.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 6.75% | 171.19%-164.4pp | 91.64%-84.9pp | 302.99%-296.2pp |
| Employer contribution / active EE | $1,757 | $3,199-45.1% | $2,541-30.9% | $4,763-63.1% |
| Participant deferral / active EE | $6,865 | $4,784+43.5% | $4,167+64.8% | $5,983+14.7% |
| Admin fee / account holder | $209 | $10,136-97.9% | $6,797-96.9% | $11,252-98.1% |