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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 | $54,842 | $112,933-51.4% | $90,970-39.7% | $158,982-65.5% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 17.52% | 215.82%-198.3pp | 134.60%-117.1pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,756 | $2,893-39.3% | $2,122-17.3% | $4,763-63.1% |
| Participant deferral / active EE | $4,822 | $4,128+16.8% | $3,373+43.0% | $5,983-19.4% |
| Admin fee / account holder | $229 | $8,047-97.2% | $5,961-96.2% | $11,252-98.0% |