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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 | $56,362 | $118,869-52.6% | $96,575-41.6% | $167,518-66.4% |
| Participation rate | 86.7% | 75.5%+11.2pp | 69.8%+16.8pp | 82.1%+4.6pp |
| Annual return | 19.49% | 50.49%-31.0pp | 37.79%-18.3pp | 478.71%-459.2pp |
| Employer contribution / active EE | $2,410 | $3,120-22.8% | $2,357+2.3% | $4,838-50.2% |
| Participant deferral / active EE | $4,102 | $4,616-11.1% | $3,849+6.6% | $6,342-35.3% |
| Admin fee / account holder | $226 | $8,067-97.2% | $6,182-96.3% | $12,312-98.2% |