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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 | $52,179 | $201,344-74.1% | $184,243-71.7% | $145,877-64.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.07% | 29.01%-12.9pp | 28.82%-12.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,408 | $7,022-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $7,248 | $9,807-26.1% | $9,132-20.6% | $6,691+8.3% |
| Admin fee / account holder | $202 | $16,382-98.8% | $13,914-98.5% | $13,402-98.5% |