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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 | $72,035 | $57,352+25.6% | $83,830-14.1% | $64,173+12.3% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | 8.26% | 11.38%-3.1pp | 850.97%-842.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $6,350 | $2,546+149.5% | $3,631+74.9% | $2,381+166.7% |
| Participant deferral / active EE | $6,331 | $2,993+111.5% | $4,082+55.1% | $3,470+82.5% |
| Admin fee / account holder | $60 | $4,046-98.5% | $5,479-98.9% | $4,887-98.8% |