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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 | $65,281 | $87,059-25.0% | $105,608-38.2% | $80,925-19.3% |
| Participation rate | 96.4% | 70.4%+26.0pp | 75.3%+21.1pp | 67.7%+28.8pp |
| Annual return | 11.93% | 17.05%-5.1pp | 116.50%-104.6pp | 35.65%-23.7pp |
| Employer contribution / active EE | $5,139 | $2,396+114.4% | $3,167+62.3% | $2,756+86.5% |
| Participant deferral / active EE | $8,139 | $3,986+104.2% | $5,010+62.5% | $4,299+89.3% |
| Admin fee / account holder | $296 | $8,443-96.5% | $11,028-97.3% | $6,940-95.7% |