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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 | $46,412 | $77,638-40.2% | $156,551-70.4% | $62,881-26.2% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 8.42% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,025 | $3,444-70.2% | $5,501-81.4% | $2,281-55.1% |
| Participant deferral / active EE | $2,454 | $3,046-19.4% | $4,871-49.6% | $3,203-23.4% |
| Admin fee / account holder | $278 | $5,561-95.0% | $13,028-97.9% | $4,296-93.5% |