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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 | $56,052 | $156,616-64.2% | $133,346-58.0% | $198,609-71.8% |
| Participation rate | 77.8% | 77.7%+0.1pp | 72.8%+4.9pp | 82.4%-4.6pp |
| Annual return | 4.81% | 44.25%-39.4pp | 36.85%-32.0pp | 202.70%-197.9pp |
| Employer contribution / active EE | $1,586 | $3,368-52.9% | $2,853-44.4% | $5,055-68.6% |
| Participant deferral / active EE | $9,105 | $4,920+85.1% | $4,332+110.2% | $6,977+30.5% |
| Admin fee / account holder | $14 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |