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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 | $47,567 | $176,402-73.0% | $134,162-64.5% | $158,982-70.1% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 20.13% | 63.66%-43.5pp | 36.35%-16.2pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,063 | $5,042-78.9% | $3,705-71.3% | $4,763-77.7% |
| Participant deferral / active EE | $958 | $4,093-76.6% | $3,500-72.6% | $5,983-84.0% |
| Admin fee / account holder | $187 | $8,719-97.9% | $6,685-97.2% | $11,252-98.3% |