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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 | $58,067 | $52,279+11.1% | $89,435-35.1% | $79,856-27.3% |
| Participation rate | 98.1% | 57.5%+40.6pp | 68.0%+30.2pp | 69.6%+28.5pp |
| Annual return | 21.09% | 22.16%-1.1pp | 245.55%-224.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,439 | $1,572-8.4% | $2,587-44.4% | $2,471-41.8% |
| Participant deferral / active EE | $2,302 | $2,740-16.0% | $3,890-40.8% | $3,741-38.5% |
| Admin fee / account holder | $146 | $3,356-95.6% | $4,884-97.0% | $5,306-97.2% |