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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 | $65,999 | $118,708-44.4% | $98,920-33.3% | $158,966-58.5% |
| Participation rate | 89.5% | 77.8%+11.6pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 18.85% | 372.49%-353.6pp | 196.47%-177.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,627 | $3,334-51.2% | $2,689-39.5% | $4,762-65.8% |
| Participant deferral / active EE | $5,149 | $5,089+1.2% | $4,245+21.3% | $5,983-13.9% |
| Admin fee / account holder | $203 | $10,134-98.0% | $6,643-96.9% | $11,250-98.2% |