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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 | $116,594 | $93,346+24.9% | $71,796+62.4% | $273,972-57.4% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.1%+19.1pp | 83.0%+5.2pp |
| Annual return | 6.72% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,118 | $2,733-22.5% | $1,924+10.0% | $4,869-56.5% |
| Participant deferral / active EE | $3,465 | $3,475-0.3% | $2,794+24.0% | $5,287-34.5% |
| Admin fee / account holder | $3 | $6,571-100.0% | $4,815-99.9% | $10,133-100.0% |