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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 | $97,850 | $197,625-50.5% | $177,840-45.0% | $158,966-38.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 27.33% | 58.76%-31.4pp | 48.32%-21.0pp | 302.95%-275.6pp |
| Employer contribution / active EE | $1,645 | $6,698-75.4% | $5,919-72.2% | $4,762-65.5% |
| Participant deferral / active EE | $6,219 | $8,405-26.0% | $7,714-19.4% | $5,983+3.9% |
| Admin fee / account holder | $277 | $15,405-98.2% | $12,431-97.8% | $11,250-97.5% |