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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 | $52,185 | $93,589-44.2% | $135,942-61.6% | $75,181-30.6% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.28%-47.8pp | 160.69%-140.2pp |
| Employer contribution / active EE | $8,514 | $3,537+140.7% | $4,858+75.3% | $2,671+218.8% |
| Participant deferral / active EE | $7,646 | $6,405+19.4% | $7,759-1.5% | $4,126+85.3% |
| Admin fee / account holder | $289 | $6,977-95.9% | $10,764-97.3% | $5,650-94.9% |