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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 | $44,577 | $111,535-60.0% | $105,223-57.6% | $137,256-67.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 22.70% | 237.85%-215.2pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,666 | $3,939-32.3% | $3,689-27.7% | $4,156-35.8% |
| Participant deferral / active EE | $4,407 | $5,500-19.9% | $5,072-13.1% | $6,407-31.2% |
| Admin fee / account holder | $256 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |