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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 | $78,287 | $90,397-13.4% | $76,002+3.0% | $145,959-46.4% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.1%+3.6pp | 80.3%-7.6pp |
| Annual return | 25.68% | 621.97%-596.3pp | 360.07%-334.4pp | 561.95%-536.3pp |
| Employer contribution / active EE | $1,636 | $3,317-50.7% | $2,688-39.1% | $4,661-64.9% |
| Participant deferral / active EE | $5,345 | $5,163+3.5% | $4,257+25.6% | $6,689-20.1% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |