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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 | $51,371 | $112,131-54.2% | $95,964-46.5% | $158,982-67.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 18.28% | 171.19%-152.9pp | 91.64%-73.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,200 | $3,199-31.2% | $2,541-13.4% | $4,763-53.8% |
| Participant deferral / active EE | $5,967 | $4,784+24.7% | $4,167+43.2% | $5,983-0.3% |
| Admin fee / account holder | $190 | $10,136-98.1% | $6,797-97.2% | $11,252-98.3% |