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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 | $217,016 | $755,339-71.3% | $379,746-42.9% | $158,982+36.5% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | 18.57% | 53.41%-34.8pp | 34.90%-16.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $7,806 | $4,685+66.6% | $3,540+120.5% | $4,763+63.9% |
| Participant deferral / active EE | $5,823 | $7,938-26.6% | $6,024-3.3% | $5,983-2.7% |
| Admin fee / account holder | $24 | $14,482-99.8% | $7,927-99.7% | $11,252-99.8% |