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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 | $42,487 | $156,616-72.9% | $133,346-68.1% | $198,609-78.6% |
| Participation rate | 95.0% | 77.7%+17.3pp | 72.8%+22.2pp | 82.4%+12.6pp |
| Annual return | 11.52% | 44.25%-32.7pp | 36.85%-25.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $5,653 | $3,368+67.8% | $2,853+98.1% | $5,055+11.8% |
| Participant deferral / active EE | $3,892 | $4,920-20.9% | $4,332-10.2% | $6,977-44.2% |
| Admin fee / account holder | $290 | $17,468-98.3% | $14,264-98.0% | $19,030-98.5% |