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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 | $68,686 | $139,948-50.9% | $121,663-43.5% | $154,746-55.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 19.91% | 230.52%-210.6pp | 147.54%-127.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,103 | $3,521-68.7% | $3,020-63.5% | $4,379-74.8% |
| Participant deferral / active EE | $7,601 | $5,629+35.0% | $4,887+55.5% | $6,730+12.9% |
| Admin fee / account holder | $260 | $17,321-98.5% | $14,289-98.2% | $14,365-98.2% |