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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 | $72,716 | $50,554+43.8% | $67,681+7.4% | $87,485-16.9% |
| Participation rate | 76.3% | 67.7%+8.6pp | 73.7%+2.6pp | 68.9%+7.4pp |
| Annual return | 13.95% | 17.81%-3.9pp | 590.58%-576.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,123 | $1,988+6.8% | $2,678-20.7% | $2,596-18.2% |
| Participant deferral / active EE | $4,073 | $2,961+37.5% | $3,976+2.4% | $4,274-4.7% |
| Admin fee / account holder | $88 | $4,132-97.9% | $6,100-98.6% | $7,775-98.9% |