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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 | $183,539-62.5% | $155,556-55.7% | $145,897-52.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.53% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,556 | $5,315-70.7% | $4,675-66.7% | $4,663-66.6% |
| Participant deferral / active EE | $9,198 | $6,467+42.2% | $5,631+63.3% | $6,689+37.5% |
| Admin fee / account holder | $274 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |