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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 | $50,671 | $84,236-39.8% | $170,435-70.3% | $70,126-27.7% |
| Participation rate | 81.1% | 70.8%+10.3pp | 83.6%-2.5pp | 69.5%+11.5pp |
| Annual return | 17.88% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,887 | $3,387-44.3% | $5,432-65.3% | $2,343-19.5% |
| Participant deferral / active EE | $4,389 | $3,086+42.2% | $4,939-11.1% | $3,332+31.7% |
| Admin fee / account holder | $259 | $5,698-95.4% | $13,881-98.1% | $4,645-94.4% |