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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 | $48,393 | $115,814-58.2% | $101,275-52.2% | $158,982-69.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 14.46% | 56.16%-41.7pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,119 | $4,176-73.2% | $3,660-69.4% | $4,763-76.5% |
| Participant deferral / active EE | $5,440 | $4,958+9.7% | $4,371+24.5% | $5,983-9.1% |
| Admin fee / account holder | $27 | $7,249-99.6% | $5,948-99.5% | $11,252-99.8% |