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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 | $53,927 | $47,479+13.6% | $62,929-14.3% | $82,448-34.6% |
| Participation rate | 92.9% | 66.9%+26.0pp | 73.1%+19.7pp | 68.1%+24.8pp |
| Annual return | 13.30% | 20.34%-7.0pp | 1063.93%-1050.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,156 | $1,885+67.4% | $2,505+26.0% | $2,551+23.7% |
| Participant deferral / active EE | $3,346 | $2,870+16.6% | $3,888-14.0% | $4,139-19.2% |
| Admin fee / account holder | $2 | $3,804-99.9% | $5,065-100.0% | $7,234-100.0% |