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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 | $47,291 | $98,766-52.1% | $149,730-68.4% | $79,852-40.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 19.52% | 27.43%-7.9pp | 276.70%-257.2pp | 31.72%-12.2pp |
| Employer contribution / active EE | $5,864 | $3,217+82.3% | $4,645+26.2% | $2,471+137.3% |
| Participant deferral / active EE | $3,338 | $5,681-41.2% | $6,843-51.2% | $3,740-10.7% |
| Admin fee / account holder | $18 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |