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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 | $38,540 | $111,830-65.5% | $93,696-58.9% | $145,884-73.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.71% | 204.08%-188.4pp | 133.74%-118.0pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,004 | $3,093-35.2% | $2,422-17.3% | $4,662-57.0% |
| Participant deferral / active EE | $4,634 | $4,920-5.8% | $4,417+4.9% | $6,690-30.7% |
| Admin fee / account holder | $222 | $10,249-97.8% | $8,287-97.3% | $13,392-98.3% |