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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 | $46,195 | $183,592-74.8% | $155,567-70.3% | $145,959-68.4% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 15.90% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.1pp |
| Employer contribution / active EE | $4,042 | $5,315-24.0% | $4,674-13.5% | $4,661-13.3% |
| Participant deferral / active EE | $3,988 | $6,464-38.3% | $5,628-29.1% | $6,689-40.4% |
| Admin fee / account holder | $41 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |