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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 | $76,692 | $110,410-30.5% | $102,437-25.1% | $145,897-47.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 18.80% | 24.85%-6.1pp | 24.95%-6.2pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,001 | $4,217-52.5% | $3,871-48.3% | $4,663-57.1% |
| Participant deferral / active EE | $6,320 | $5,622+12.4% | $5,060+24.9% | $6,689-5.5% |
| Admin fee / account holder | $48 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |