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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 | $19,023 | $115,814-83.6% | $101,275-81.2% | $158,982-88.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 48.53% | 56.16%-7.6pp | 46.48%+2.1pp | 302.99%-254.5pp |
| Employer contribution / active EE | $5,605 | $4,176+34.2% | $3,660+53.1% | $4,763+17.7% |
| Participant deferral / active EE | $5,645 | $4,958+13.8% | $4,371+29.1% | $5,983-5.7% |
| Admin fee / account holder | $218 | $7,249-97.0% | $5,948-96.3% | $11,252-98.1% |