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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 | $85,846 | $78,690+9.1% | $161,489-46.8% | $87,485-1.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.82% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $4,307 | $2,588+66.4% | $4,268+0.9% | $2,596+65.9% |
| Participant deferral / active EE | $5,531 | $3,311+67.0% | $5,630-1.8% | $4,274+29.4% |
| Admin fee / account holder | $224 | $6,724-96.7% | $16,006-98.6% | $7,775-97.1% |