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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 | $70,781 | $63,346+11.7% | $92,240-23.3% | $70,126+0.9% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 16.42% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,361 | $2,471-4.5% | $3,680-35.8% | $2,343+0.8% |
| Participant deferral / active EE | $2,559 | $2,854-10.3% | $3,897-34.3% | $3,332-23.2% |
| Admin fee / account holder | $180 | $3,841-95.3% | $5,194-96.5% | $4,645-96.1% |