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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 | $52,248 | $106,267-50.8% | $96,520-45.9% | $139,456-62.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.14% | 38.45%-21.3pp | 35.72%-18.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $6,928 | $4,105+68.8% | $3,739+85.3% | $4,753+45.8% |
| Participant deferral / active EE | $4,135 | $5,454-24.2% | $4,879-15.3% | $6,711-38.4% |
| Admin fee / account holder | $14 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |