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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 | $48,700 | $226,135-78.5% | $182,558-73.3% | $152,909-68.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 20.01% | 192.60%-172.6pp | 148.59%-128.6pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,189 | $4,979-56.0% | $4,076-46.3% | $4,764-54.0% |
| Participant deferral / active EE | $10,298 | $6,371+61.6% | $5,526+86.4% | $5,851+76.0% |
| Admin fee / account holder | $270 | $10,707-97.5% | $8,594-96.9% | $11,601-97.7% |