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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 | $48,787 | $111,878-56.4% | $93,727-47.9% | $145,897-66.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 18.43% | 204.28%-185.8pp | 133.83%-115.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,711 | $3,092-12.3% | $2,421+12.0% | $4,663-41.9% |
| Participant deferral / active EE | $6,652 | $4,920+35.2% | $4,417+50.6% | $6,689-0.6% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |