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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 | $95,967 | $89,370+7.4% | $141,197-32.0% | $72,976+31.5% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 21.05% | 111.88%-90.8pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,691 | $3,115-45.7% | $4,736-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $8,485 | $5,419+56.6% | $6,710+26.5% | $3,608+135.2% |
| Admin fee / account holder | $223 | $5,957-96.3% | $10,265-97.8% | $5,124-95.6% |