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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 | $49,678 | $97,125-48.9% | $86,233-42.4% | $137,256-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.40% | 74.19%-48.8pp | 61.39%-36.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,932 | $2,841+38.4% | $2,504+57.0% | $4,156-5.4% |
| Participant deferral / active EE | $12,204 | $5,180+135.6% | $4,559+167.7% | $6,407+90.5% |
| Admin fee / account holder | $274 | $9,725-97.2% | $8,342-96.7% | $12,270-97.8% |