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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 | $59,720 | $97,125-38.5% | $86,233-30.7% | $137,256-56.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 30.62% | 74.19%-43.6pp | 61.39%-30.8pp | 220.34%-189.7pp |
| Employer contribution / active EE | $2,295 | $2,841-19.2% | $2,504-8.4% | $4,156-44.8% |
| Participant deferral / active EE | $6,731 | $5,180+30.0% | $4,559+47.6% | $6,407+5.1% |
| Admin fee / account holder | $171 | $9,725-98.2% | $8,342-98.0% | $12,270-98.6% |