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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 | $49,383 | $106,247-53.5% | $96,515-48.8% | $139,466-64.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 22.17% | 38.47%-16.3pp | 35.73%-13.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $3,926 | $4,106-4.4% | $3,740+5.0% | $4,754-17.4% |
| Participant deferral / active EE | $6,720 | $5,456+23.2% | $4,880+37.7% | $6,712+0.1% |
| Admin fee / account holder | $224 | $7,885-97.2% | $6,735-96.7% | $11,409-98.0% |