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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 | $48,943 | $162,821-69.9% | $133,978-63.5% | $158,982-69.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 47.56% | 41.95%+5.6pp | 45.10%+2.5pp | 302.99%-255.4pp |
| Employer contribution / active EE | $3,215 | $4,976-35.4% | $3,919-18.0% | $4,763-32.5% |
| Participant deferral / active EE | $6,395 | $5,910+8.2% | $5,047+26.7% | $5,983+6.9% |
| Admin fee / account holder | $7 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |