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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 | $67,041 | $98,776-32.1% | $149,745-55.2% | $79,856-16.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 19.81% | 27.38%-7.6pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,086 | $3,217-4.1% | $4,646-33.6% | $2,471+24.9% |
| Participant deferral / active EE | $7,274 | $5,681+28.0% | $6,843+6.3% | $3,741+94.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |