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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 | $62,797 | $90,486-30.6% | $78,676-20.2% | $273,972-77.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.96% | 75.62%-68.7pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,333 | $3,175+99.5% | $2,850+122.2% | $4,869+30.1% |
| Participant deferral / active EE | $5,364 | $3,901+37.5% | $3,517+52.5% | $5,287+1.5% |
| Admin fee / account holder | $128 | $5,263-97.6% | $4,510-97.2% | $10,133-98.7% |