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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 | $78,769 | $93,346-15.6% | $71,796+9.7% | $273,972-71.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.68% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $5,624 | $2,733+105.8% | $1,924+192.2% | $4,869+15.5% |
| Participant deferral / active EE | $4,934 | $3,475+42.0% | $2,794+76.6% | $5,287-6.7% |
| Admin fee / account holder | $253 | $6,571-96.1% | $4,815-94.7% | $10,133-97.5% |