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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 | $63,191 | $111,785-43.5% | $93,669-32.5% | $145,877-56.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 12.57% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $971 | $3,096-68.6% | $2,424-59.9% | $4,663-79.2% |
| Participant deferral / active EE | $3,033 | $4,919-38.3% | $4,416-31.3% | $6,691-54.7% |
| Admin fee / account holder | $69 | $10,256-99.3% | $8,291-99.2% | $13,402-99.5% |