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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 | $50,578 | $103,392-51.1% | $87,104-41.9% | $152,897-66.9% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 21.67% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $4,812 | $3,221+49.4% | $2,521+90.9% | $4,764+1.0% |
| Participant deferral / active EE | $5,762 | $4,778+20.6% | $4,048+42.3% | $5,851-1.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |