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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 | $64,045 | $69,977-8.5% | $108,582-41.0% | $62,881+1.9% |
| Participation rate | 93.1% | 72.9%+20.2pp | 79.6%+13.5pp | 69.3%+23.8pp |
| Annual return | 6.94% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $8,004 | $2,135+274.9% | $3,758+113.0% | $2,281+250.9% |
| Participant deferral / active EE | $5,515 | $3,165+74.3% | $4,311+27.9% | $3,203+72.2% |
| Admin fee / account holder | $29 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |