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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 | $46,641 | $103,038-54.7% | $90,324-48.4% | $152,909-69.5% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.5%+4.2pp |
| Annual return | 21.06% | 95.25%-74.2pp | 78.15%-57.1pp | 345.46%-324.4pp |
| Employer contribution / active EE | $3,342 | $3,141+6.4% | $2,856+17.0% | $4,764-29.9% |
| Participant deferral / active EE | $4,848 | $4,282+13.2% | $3,885+24.8% | $5,851-17.1% |
| Admin fee / account holder | $164 | $6,177-97.3% | $5,356-96.9% | $11,601-98.6% |