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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 | $49,790 | $115,814-57.0% | $101,275-50.8% | $158,982-68.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.03% | 56.16%-38.1pp | 46.48%-28.5pp | 302.99%-285.0pp |
| Employer contribution / active EE | $2,476 | $4,176-40.7% | $3,660-32.3% | $4,763-48.0% |
| Participant deferral / active EE | $2,414 | $4,958-51.3% | $4,371-44.8% | $5,983-59.7% |
| Admin fee / account holder | $222 | $7,249-96.9% | $5,948-96.3% | $11,252-98.0% |