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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 | $127,704 | $84,236+51.6% | $170,435-25.1% | $70,126+82.1% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 14.49% | 23.06%-8.6pp | 205.94%-191.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $5,574 | $3,387+64.6% | $5,432+2.6% | $2,343+138.0% |
| Participant deferral / active EE | $3,210 | $3,086+4.0% | $4,939-35.0% | $3,332-3.6% |
| Admin fee / account holder | $37 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |