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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% | $155,574-55.7% | $145,877-52.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.53% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,556 | $5,317-70.7% | $4,676-66.7% | $4,663-66.6% |
| Participant deferral / active EE | $9,198 | $6,466+42.2% | $5,629+63.4% | $6,691+37.5% |
| Admin fee / account holder | $274 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |