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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 | $56,202 | $111,535-49.6% | $105,223-46.6% | $137,256-59.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 20.96% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,050 | $3,939+2.8% | $3,689+9.8% | $4,156-2.6% |
| Participant deferral / active EE | $9,601 | $5,500+74.6% | $5,072+89.3% | $6,407+49.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |