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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 | $67,278 | $157,296-57.2% | $141,191-52.3% | $152,897-56.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 29.81% | 64.34%-34.5pp | 71.41%-41.6pp | 345.43%-315.6pp |
| Employer contribution / active EE | $7,000 | $5,262+33.0% | $4,736+47.8% | $4,764+47.0% |
| Participant deferral / active EE | $3,469 | $7,111-51.2% | $6,710-48.3% | $5,851-40.7% |
| Admin fee / account holder | $189 | $12,125-98.4% | $10,264-98.2% | $11,599-98.4% |