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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 | $67,522 | $111,535-39.5% | $105,223-35.8% | $137,256-50.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.62% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,377 | $3,939+11.1% | $3,689+18.7% | $4,156+5.3% |
| Participant deferral / active EE | $7,839 | $5,500+42.5% | $5,072+54.6% | $6,407+22.4% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |