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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 | $54,240 | $125,184-56.7% | $105,607-48.6% | $145,884-62.8% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.6pp |
| Annual return | 14.13% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,333 | $3,720-64.2% | $3,167-57.9% | $4,662-71.4% |
| Participant deferral / active EE | $4,548 | $5,714-20.4% | $5,011-9.3% | $6,690-32.0% |
| Admin fee / account holder | $134 | $17,133-99.2% | $10,958-98.8% | $13,392-99.0% |