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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 | $44,729 | $78,707-43.2% | $117,861-62.0% | $70,126-36.2% |
| Participation rate | 75.6% | 73.2%+2.4pp | 79.7%-4.1pp | 69.5%+6.0pp |
| Annual return | 12.66% | 23.30%-10.6pp | 335.11%-322.4pp | 73.15%-60.5pp |
| Employer contribution / active EE | $6,152 | $2,223+176.7% | $3,786+62.5% | $2,343+162.6% |
| Participant deferral / active EE | $4,414 | $3,297+33.9% | $4,482-1.5% | $3,332+32.5% |
| Admin fee / account holder | $129 | $5,066-97.5% | $8,021-98.4% | $4,645-97.2% |