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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 | $40,422 | $105,200-61.6% | $159,474-74.7% | $85,847-52.9% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.8%-1.0pp | 69.3%+12.5pp |
| Annual return | 15.04% | 45.08%-30.0pp | 263.68%-248.6pp | 318.61%-303.6pp |
| Employer contribution / active EE | $2,013 | $3,319-39.3% | $4,831-58.3% | $2,565-21.5% |
| Participant deferral / active EE | $3,914 | $5,946-34.2% | $7,353-46.8% | $3,952-1.0% |
| Admin fee / account holder | $164 | $6,934-97.6% | $10,802-98.5% | $6,261-97.4% |