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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 | $57,853 | $102,385-43.5% | $147,080-60.7% | $80,935-28.5% |
| Participation rate | 73.9% | 75.9%-2.0pp | 82.2%-8.3pp | 67.7%+6.3pp |
| Annual return | 13.76% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,654 | $3,717-55.5% | $4,933-66.5% | $2,757-40.0% |
| Participant deferral / active EE | $5,417 | $6,651-18.5% | $8,066-32.8% | $4,299+26.0% |
| Admin fee / account holder | $143 | $7,951-98.2% | $12,989-98.9% | $6,924-97.9% |