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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 | $81,927 | $77,901+5.2% | $149,717-45.3% | $75,181+9.0% |
| Participation rate | 73.3% | 65.6%+7.8pp | 78.8%-5.4pp | 67.2%+6.1pp |
| Annual return | 25.03% | 31.73%-6.7pp | 134.41%-109.4pp | 160.69%-135.7pp |
| Employer contribution / active EE | $2,738 | $3,137-12.7% | $4,820-43.2% | $2,671+2.5% |
| Participant deferral / active EE | $5,401 | $3,411+58.3% | $5,682-4.9% | $4,126+30.9% |
| Admin fee / account holder | $81 | $5,949-98.6% | $13,213-99.4% | $5,650-98.6% |