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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 | $24,964 | $105,856-76.4% | $90,161-72.3% | $147,586-83.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 14.53% | 37.63%-23.1pp | 34.89%-20.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,200 | $4,126+1.8% | $3,318+26.6% | $4,876-13.9% |
| Participant deferral / active EE | $7,273 | $5,733+26.9% | $5,287+37.6% | $5,439+33.7% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,886-99.9% |