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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 | $65,682 | $98,766-33.5% | $149,730-56.1% | $79,852-17.7% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 17.95% | 27.43%-9.5pp | 276.70%-258.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $4,790 | $3,217+48.9% | $4,645+3.1% | $2,471+93.8% |
| Participant deferral / active EE | $5,840 | $5,681+2.8% | $6,843-14.7% | $3,740+56.1% |
| Admin fee / account holder | $274 | $6,052-95.5% | $9,310-97.1% | $5,306-94.8% |