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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 | $53,118 | $95,406-44.3% | $185,849-71.4% | $85,847-38.1% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 15.74% | 23.59%-7.9pp | 122.10%-106.4pp | 318.61%-302.9pp |
| Employer contribution / active EE | $1,457 | $3,314-56.0% | $5,169-71.8% | $2,565-43.2% |
| Participant deferral / active EE | $3,454 | $3,424+0.9% | $5,569-38.0% | $3,952-12.6% |
| Admin fee / account holder | $156 | $7,214-97.8% | $16,244-99.0% | $6,261-97.5% |