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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 | $89,688 | $89,364+0.4% | $141,177-36.5% | $72,983+22.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 27.23% | 111.86%-84.6pp | 71.40%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $2,948 | $3,115-5.4% | $4,736-37.8% | $2,440+20.8% |
| Participant deferral / active EE | $6,333 | $5,419+16.9% | $6,710-5.6% | $3,608+75.6% |
| Admin fee / account holder | $195 | $5,959-96.7% | $10,263-98.1% | $5,124-96.2% |