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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 | $46,798 | $47,848-2.2% | $81,473-42.6% | $70,124-33.3% |
| Participation rate | 84.8% | 58.3%+26.6pp | 68.0%+16.9pp | 69.5%+15.3pp |
| Annual return | 62.58% | 27.25%+35.3pp | 38.78%+23.8pp | 73.14%-10.6pp |
| Employer contribution / active EE | $1,287 | $1,527-15.8% | $2,568-49.9% | $2,342-45.1% |
| Participant deferral / active EE | $4,982 | $2,453+103.1% | $3,537+40.9% | $3,332+49.5% |
| Admin fee / account holder | $124 | $3,145-96.0% | $4,561-97.3% | $4,645-97.3% |