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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 | $52,097 | $78,707-33.8% | $117,861-55.8% | $70,126-25.7% |
| Participation rate | 97.1% | 73.2%+24.0pp | 79.7%+17.5pp | 69.5%+27.6pp |
| Annual return | 17.78% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,064 | $2,223-7.2% | $3,786-45.5% | $2,343-11.9% |
| Participant deferral / active EE | $3,833 | $3,297+16.3% | $4,482-14.5% | $3,332+15.1% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |