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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 | $67,868 | $98,240-30.9% | $82,312-17.5% | $147,586-54.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 24.13% | 30.85%-6.7pp | 25.88%-1.7pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,581 | $3,192-19.1% | $2,428+6.3% | $4,876-47.1% |
| Participant deferral / active EE | $5,052 | $4,383+15.3% | $3,706+36.3% | $5,439-7.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |