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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 | $53,525 | $89,370-40.1% | $141,197-62.1% | $72,976-26.7% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 25.94% | 111.88%-85.9pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $2,681 | $3,115-13.9% | $4,736-43.4% | $2,440+9.9% |
| Participant deferral / active EE | $5,057 | $5,419-6.7% | $6,710-24.6% | $3,608+40.2% |
| Admin fee / account holder | $85 | $5,957-98.6% | $10,265-99.2% | $5,124-98.3% |