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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 | $48,685 | $176,402-72.4% | $134,162-63.7% | $158,966-69.4% |
| Participation rate | 78.6% | 78.7%-0.2pp | 72.2%+6.4pp | 82.0%-3.4pp |
| Annual return | 19.56% | 63.66%-44.1pp | 36.35%-16.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,867 | $5,042-63.0% | $3,705-49.6% | $4,762-60.8% |
| Participant deferral / active EE | $5,157 | $4,093+26.0% | $3,500+47.4% | $5,983-13.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |