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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 | $67,076 | $103,038-34.9% | $90,324-25.7% | $152,909-56.1% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.5%-4.2pp |
| Annual return | 22.60% | 95.25%-72.7pp | 78.15%-55.5pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,242 | $3,141-60.4% | $2,856-56.5% | $4,764-73.9% |
| Participant deferral / active EE | $3,449 | $4,282-19.4% | $3,885-11.2% | $5,851-41.1% |
| Admin fee / account holder | $129 | $6,177-97.9% | $5,356-97.6% | $11,601-98.9% |