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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 | $44,683 | $96,508-53.7% | $75,901-41.1% | $152,897-70.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 29.18% | 33.99%-4.8pp | 30.76%-1.6pp | 345.43%-316.3pp |
| Employer contribution / active EE | $4,009 | $3,310+21.1% | $2,501+60.3% | $4,764-15.8% |
| Participant deferral / active EE | $5,970 | $4,554+31.1% | $3,603+65.7% | $5,851+2.0% |
| Admin fee / account holder | $96 | $8,081-98.8% | $5,420-98.2% | $11,599-99.2% |