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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 | $61,593 | $89,367-31.1% | $141,191-56.4% | $72,975-15.6% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 26.62% | 111.87%-85.3pp | 71.41%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $3,577 | $3,115+14.8% | $4,736-24.5% | $2,440+46.6% |
| Participant deferral / active EE | $6,484 | $5,419+19.7% | $6,710-3.4% | $3,608+79.7% |
| Admin fee / account holder | $115 | $5,957-98.1% | $10,264-98.9% | $5,124-97.7% |