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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 | $60,849 | $112,935-46.1% | $90,970-33.1% | $158,966-61.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 14.32% | 215.79%-201.5pp | 134.58%-120.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,852 | $2,895-1.5% | $2,122+34.4% | $4,762-40.1% |
| Participant deferral / active EE | $3,548 | $4,129-14.1% | $3,373+5.2% | $5,983-40.7% |
| Admin fee / account holder | $172 | $8,045-97.9% | $5,960-97.1% | $11,250-98.5% |