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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 | $21,231 | $79,633-73.3% | $93,786-77.4% | $68,490-69.0% |
| Participation rate | 82.1% | 75.4%+6.8pp | 81.0%+1.1pp | 67.9%+14.2pp |
| Annual return | 69.56% | -0.10%+69.7pp | -11.32%+80.9pp | -7.85%+77.4pp |
| Employer contribution / active EE | $4,137 | $3,665+12.9% | $4,328-4.4% | $2,597+59.3% |
| Participant deferral / active EE | $9,455 | $5,158+83.3% | $6,100+55.0% | $4,028+134.7% |
| Admin fee / account holder | $63 | $6,871-99.1% | $7,184-99.1% | $5,403-98.8% |