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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 | $21,480 | $118,877-81.9% | $96,570-77.8% | $167,536-87.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 19.23% | 50.50%-31.3pp | 37.79%-18.6pp | 478.82%-459.6pp |
| Employer contribution / active EE | $2,852 | $3,121-8.6% | $2,357+21.0% | $4,839-41.1% |
| Participant deferral / active EE | $5,891 | $4,617+27.6% | $3,849+53.0% | $6,342-7.1% |
| Admin fee / account holder | $142 | $8,069-98.2% | $6,182-97.7% | $12,315-98.8% |