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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 | $66,155 | $52,279+26.5% | $89,414-26.0% | $79,852-17.2% |
| Participation rate | 83.3% | 57.5%+25.8pp | 68.0%+15.3pp | 69.6%+13.7pp |
| Annual return | 23.16% | 22.16%+1.0pp | 245.50%-222.3pp | 31.72%-8.6pp |
| Employer contribution / active EE | $3,090 | $1,572+96.6% | $2,586+19.5% | $2,471+25.1% |
| Participant deferral / active EE | $5,116 | $2,740+86.7% | $3,890+31.5% | $3,740+36.8% |
| Admin fee / account holder | $86 | $3,356-97.4% | $4,883-98.2% | $5,306-98.4% |