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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 | $48,011+12.3% | $63,803-15.5% | $82,637-34.7% |
| Participation rate | 92.9% | 66.6%+26.3pp | 72.7%+20.2pp | 68.1%+24.8pp |
| Annual return | 13.30% | 19.84%-6.5pp | 543.72%-530.4pp | 53.51%-40.2pp |
| Employer contribution / active EE | $3,156 | $1,904+65.8% | $2,532+24.6% | $2,552+23.6% |
| Participant deferral / active EE | $3,346 | $2,846+17.5% | $3,843-12.9% | $4,126-18.9% |
| Admin fee / account holder | $2 | $3,873-99.9% | $5,196-100.0% | $7,339-100.0% |