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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 | $49,686 | $98,766-49.7% | $149,730-66.8% | $79,852-37.8% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 12.68% | 27.43%-14.7pp | 276.70%-264.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,486 | $3,217-22.7% | $4,645-46.5% | $2,471+0.6% |
| Participant deferral / active EE | $4,335 | $5,681-23.7% | $6,843-36.6% | $3,740+15.9% |
| Admin fee / account holder | $259 | $6,052-95.7% | $9,310-97.2% | $5,306-95.1% |