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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 | $51,184+42.1% | $66,439+9.4% | $86,983-16.4% |
| Participation rate | 76.3% | 68.5%+7.8pp | 74.5%+1.8pp | 69.5%+6.8pp |
| Annual return | 13.95% | 17.07%-3.1pp | 757.66%-743.7pp | 25.83%-11.9pp |
| Employer contribution / active EE | $2,123 | $2,023+5.0% | $2,637-19.5% | $2,584-17.9% |
| Participant deferral / active EE | $4,073 | $2,927+39.1% | $3,876+5.1% | $4,194-2.9% |
| Admin fee / account holder | $88 | $4,154-97.9% | $6,173-98.6% | $7,856-98.9% |