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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 | $55,884 | $91,179-38.7% | $178,499-68.7% | $79,852-30.0% |
| Participation rate | 70.5% | 69.2%+1.2pp | 81.9%-11.5pp | 69.6%+0.8pp |
| Annual return | 21.01% | 24.19%-3.2pp | 151.10%-130.1pp | 31.72%-10.7pp |
| Employer contribution / active EE | $2,927 | $3,256-10.1% | $5,011-41.6% | $2,471+18.5% |
| Participant deferral / active EE | $5,505 | $3,236+70.1% | $5,202+5.8% | $3,740+47.2% |
| Admin fee / account holder | $228 | $6,749-96.6% | $13,986-98.4% | $5,306-95.7% |