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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 | $201,370-74.1% | $184,256-71.7% | $145,897-64.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.07% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,408 | $7,024-51.5% | $6,427-47.0% | $4,663-26.9% |
| Participant deferral / active EE | $7,248 | $9,808-26.1% | $9,133-20.6% | $6,689+8.3% |
| Admin fee / account holder | $202 | $16,364-98.8% | $13,899-98.5% | $13,390-98.5% |