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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 | $43,817 | $107,030-59.1% | $73,550-40.4% | $147,586-70.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 17.11% | 38.25%-21.1pp | -15.16%+32.3pp | 578.59%-561.5pp |
| Employer contribution / active EE | $7,932 | $1,760+350.6% | $1,219+550.6% | $4,876+62.7% |
| Participant deferral / active EE | $7,432 | $2,458+202.4% | $1,804+311.9% | $5,439+36.7% |
| Admin fee / account holder | $293 | $3,055-90.4% | $2,320-87.3% | $10,886-97.3% |