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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 | $32,286 | $81,664-60.5% | $70,476-54.2% | $158,966-79.7% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 18.66% | 208.59%-189.9pp | 109.12%-90.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $4,920 | $3,219+52.9% | $2,738+79.7% | $4,762+3.3% |
| Participant deferral / active EE | $9,690 | $4,556+112.7% | $3,710+161.2% | $5,983+62.0% |
| Admin fee / account holder | $197 | $6,197-96.8% | $3,847-94.9% | $11,250-98.2% |