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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 | $59,359 | $75,962-21.9% | $154,108-61.5% | $64,173-7.5% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | 6.31% | 30.32%-24.0pp | 735.21%-728.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $3,783 | $3,350+12.9% | $5,298-28.6% | $2,381+58.9% |
| Participant deferral / active EE | $3,246 | $3,175+2.2% | $5,081-36.1% | $3,470-6.4% |
| Admin fee / account holder | $177 | $5,589-96.8% | $13,411-98.7% | $4,887-96.4% |