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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 | $51,342 | $124,346-58.7% | $111,306-53.9% | $167,553-69.4% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 18.17% | 37.46%-19.3pp | 54.67%-36.5pp | 478.89%-460.7pp |
| Employer contribution / active EE | $3,927 | $3,438+14.2% | $2,732+43.7% | $4,840-18.9% |
| Participant deferral / active EE | $6,390 | $5,182+23.3% | $4,488+42.4% | $6,343+0.8% |
| Admin fee / account holder | $92 | $10,623-99.1% | $7,966-98.8% | $12,316-99.3% |