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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 | $44,453 | $89,370-50.3% | $141,197-68.5% | $72,976-39.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 25.02% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $2,399 | $3,115-23.0% | $4,736-49.3% | $2,440-1.7% |
| Participant deferral / active EE | $6,266 | $5,419+15.6% | $6,710-6.6% | $3,608+73.7% |
| Admin fee / account holder | $4 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |