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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 | $37,801 | $108,882-65.3% | $96,754-60.9% | $154,746-75.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 27.40% | 98.39%-71.0pp | 82.04%-54.6pp | 172.34%-144.9pp |
| Employer contribution / active EE | $3,022 | $3,018+0.1% | $2,679+12.8% | $4,379-31.0% |
| Participant deferral / active EE | $6,976 | $5,323+31.1% | $4,758+46.6% | $6,730+3.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |