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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 | $35,875 | $101,618-64.7% | $93,063-61.5% | $137,256-73.9% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 21.75% | 223.95%-202.2pp | 34.15%-12.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,713 | $2,707+0.2% | $2,476+9.6% | $4,156-34.7% |
| Participant deferral / active EE | $3,776 | $4,279-11.8% | $3,958-4.6% | $6,407-41.1% |
| Admin fee / account holder | $77 | $6,198-98.8% | $6,033-98.7% | $12,270-99.4% |