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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 | $31,631 | $162,136-80.5% | $152,301-79.2% | $154,746-79.6% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 34.45% | 91.02%-56.6pp | 80.50%-46.0pp | 172.34%-137.9pp |
| Employer contribution / active EE | $2,671 | $4,890-45.4% | $4,624-42.2% | $4,379-39.0% |
| Participant deferral / active EE | $5,743 | $8,341-31.1% | $8,004-28.2% | $6,730-14.7% |
| Admin fee / account holder | $108 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |