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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 | $65,665 | $89,370-26.5% | $141,197-53.5% | $72,976-10.0% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 23.24% | 111.88%-88.6pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $3,918 | $3,115+25.8% | $4,736-17.3% | $2,440+60.6% |
| Participant deferral / active EE | $4,916 | $5,419-9.3% | $6,710-26.7% | $3,608+36.3% |
| Admin fee / account holder | $19 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |