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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 | $68,147 | $101,618-32.9% | $93,063-26.8% | $137,256-50.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 23.36% | 223.95%-200.6pp | 34.15%-10.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,300 | $2,707+21.9% | $2,476+33.3% | $4,156-20.6% |
| Participant deferral / active EE | $8,338 | $4,279+94.9% | $3,958+110.7% | $6,407+30.1% |
| Admin fee / account holder | $25 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |