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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 | $48,679 | $144,130-66.2% | $117,860-58.7% | $147,585-67.0% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 14.98% | 531.20%-516.2pp | 335.10%-320.1pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,030 | $4,897-79.0% | $3,786-72.8% | $4,876-78.9% |
| Participant deferral / active EE | $5,077 | $5,316-4.5% | $4,482+13.3% | $5,439-6.6% |
| Admin fee / account holder | $109 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |