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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 | $63,936 | $89,370-28.5% | $141,197-54.7% | $72,976-12.4% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 25.01% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $4,692 | $3,115+50.6% | $4,736-0.9% | $2,440+92.3% |
| Participant deferral / active EE | $3,636 | $5,419-32.9% | $6,710-45.8% | $3,608+0.8% |
| Admin fee / account holder | $6 | $5,957-99.9% | $10,265-99.9% | $5,124-99.9% |