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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 | $46,182 | $91,179-49.4% | $178,499-74.1% | $79,852-42.2% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.5pp |
| Annual return | 68.03% | 24.19%+43.8pp | 151.10%-83.1pp | 31.72%+36.3pp |
| Employer contribution / active EE | $3,122 | $3,256-4.1% | $5,011-37.7% | $2,471+26.4% |
| Participant deferral / active EE | $6,753 | $3,236+108.7% | $5,202+29.8% | $3,740+80.5% |
| Admin fee / account holder | $287 | $6,749-95.7% | $13,986-97.9% | $5,306-94.6% |