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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 | $47,202 | $89,367-47.2% | $141,191-66.6% | $72,975-35.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 23.39% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,120 | $3,115-31.9% | $4,736-55.2% | $2,440-13.1% |
| Participant deferral / active EE | $5,126 | $5,419-5.4% | $6,710-23.6% | $3,608+42.1% |
| Admin fee / account holder | $115 | $5,957-98.1% | $10,264-98.9% | $5,124-97.7% |