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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 | $84,504 | $93,346-9.5% | $71,796+17.7% | $273,972-69.2% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 24.17% | 130.39%-106.2pp | 78.04%-53.9pp | 41.46%-17.3pp |
| Employer contribution / active EE | $3,116 | $2,733+14.0% | $1,924+61.9% | $4,869-36.0% |
| Participant deferral / active EE | $6,194 | $3,475+78.2% | $2,794+121.6% | $5,287+17.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |