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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 | $52,885 | $111,878-52.7% | $93,727-43.6% | $145,897-63.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.57% | 204.28%-191.7pp | 133.83%-121.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,378 | $3,092+9.3% | $2,421+39.5% | $4,663-27.5% |
| Participant deferral / active EE | $6,914 | $4,920+40.5% | $4,417+56.5% | $6,689+3.4% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,292-97.2% | $13,390-98.3% |