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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 | $70,662 | $73,955-4.5% | $96,520-26.8% | $75,181-6.0% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.4pp |
| Annual return | 18.18% | 26.72%-8.5pp | 35.72%-17.5pp | 160.69%-142.5pp |
| Employer contribution / active EE | $5,865 | $2,930+100.2% | $3,739+56.9% | $2,671+119.6% |
| Participant deferral / active EE | $7,636 | $3,659+108.7% | $4,879+56.5% | $4,126+85.1% |
| Admin fee / account holder | $203 | $5,217-96.1% | $6,733-97.0% | $5,650-96.4% |