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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 | $111,814-56.4% | $93,654-47.9% | $145,959-66.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 18.43% | 203.30%-184.9pp | 133.34%-114.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,711 | $3,092-12.3% | $2,421+12.0% | $4,661-41.8% |
| Participant deferral / active EE | $6,652 | $4,914+35.4% | $4,413+50.8% | $6,689-0.5% |
| Admin fee / account holder | $7 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |