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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 | $62,991 | $98,766-36.2% | $149,730-57.9% | $79,852-21.1% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 16.80% | 27.43%-10.6pp | 276.70%-259.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $4,944 | $3,217+53.7% | $4,645+6.4% | $2,471+100.1% |
| Participant deferral / active EE | $3,854 | $5,681-32.2% | $6,843-43.7% | $3,740+3.0% |
| Admin fee / account holder | $287 | $6,052-95.3% | $9,310-96.9% | $5,306-94.6% |