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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 | $89,219 | $89,370-0.2% | $141,197-36.8% | $72,976+22.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 22.35% | 111.88%-89.5pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $3,201 | $3,115+2.8% | $4,736-32.4% | $2,440+31.2% |
| Participant deferral / active EE | $5,931 | $5,419+9.5% | $6,710-11.6% | $3,608+64.4% |
| Admin fee / account holder | $20 | $5,957-99.7% | $10,265-99.8% | $5,124-99.6% |