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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 | $102,393-43.5% | $147,041-60.7% | $80,911-28.5% |
| Participation rate | 73.9% | 75.9%-1.9pp | 82.2%-8.3pp | 67.6%+6.3pp |
| Annual return | 13.76% | 134.95%-121.2pp | 419.21%-405.4pp | 35.63%-21.9pp |
| Employer contribution / active EE | $1,654 | $3,715-55.5% | $4,935-66.5% | $2,756-40.0% |
| Participant deferral / active EE | $5,417 | $6,647-18.5% | $8,071-32.9% | $4,297+26.1% |
| Admin fee / account holder | $143 | $7,943-98.2% | $13,006-98.9% | $6,935-97.9% |