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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 | $84,215 | $89,370-5.8% | $141,197-40.4% | $72,976+15.4% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 32.50% | 111.88%-79.4pp | 71.41%-38.9pp | 81.02%-48.5pp |
| Employer contribution / active EE | $2,602 | $3,115-16.5% | $4,736-45.1% | $2,440+6.6% |
| Participant deferral / active EE | $4,888 | $5,419-9.8% | $6,710-27.2% | $3,608+35.5% |
| Admin fee / account holder | $4 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |