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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 | $88,854 | $101,063-12.1% | $81,473+9.1% | $147,586-39.8% |
| Participation rate | 79.2% | 74.5%+4.7pp | 68.0%+11.2pp | 82.8%-3.7pp |
| Annual return | 33.40% | 32.41%+1.0pp | 38.78%-5.4pp | 578.59%-545.2pp |
| Employer contribution / active EE | $2,504 | $3,206-21.9% | $2,568-2.5% | $4,876-48.7% |
| Participant deferral / active EE | $4,152 | $4,242-2.1% | $3,537+17.4% | $5,439-23.7% |
| Admin fee / account holder | $10 | $5,812-99.8% | $4,561-99.8% | $10,886-99.9% |