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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 | $60,046 | $103,387-41.9% | $87,102-31.1% | $152,885-60.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 15.40% | 28.10%-12.7pp | 28.19%-12.8pp | 345.39%-330.0pp |
| Employer contribution / active EE | $3,299 | $3,221+2.4% | $2,521+30.8% | $4,763-30.7% |
| Participant deferral / active EE | $6,256 | $4,778+30.9% | $4,048+54.5% | $5,851+6.9% |
| Admin fee / account holder | $33 | $12,193-99.7% | $7,491-99.6% | $11,598-99.7% |