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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 | $68,852 | $183,592-62.5% | $155,567-55.7% | $145,959-52.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.53% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,556 | $5,315-70.7% | $4,674-66.7% | $4,661-66.6% |
| Participant deferral / active EE | $9,198 | $6,464+42.3% | $5,628+63.4% | $6,689+37.5% |
| Admin fee / account holder | $274 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |