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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 | $66,899 | $58,828+13.7% | $78,002-14.2% | $62,881+6.4% |
| Participation rate | 96.6% | 71.1%+25.5pp | 75.5%+21.0pp | 69.3%+27.2pp |
| Annual return | 7.23% | 17.16%-9.9pp | 425.99%-418.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,271 | $1,672+95.7% | $2,470+32.4% | $2,281+43.4% |
| Participant deferral / active EE | $2,558 | $2,686-4.8% | $3,497-26.9% | $3,203-20.1% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |