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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 | $55,701 | $103,008-45.9% | $90,304-38.3% | $152,897-63.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 15.21% | 95.22%-80.0pp | 78.13%-62.9pp | 345.43%-330.2pp |
| Employer contribution / active EE | $1,913 | $3,139-39.1% | $2,855-33.0% | $4,764-59.8% |
| Participant deferral / active EE | $6,574 | $4,281+53.5% | $3,885+69.2% | $5,851+12.4% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |