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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 | $89,161 | $65,034+37.1% | $90,970-2.0% | $79,856+11.7% |
| Participation rate | 82.8% | 61.6%+21.1pp | 69.0%+13.7pp | 69.6%+13.1pp |
| Annual return | 14.10% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,922 | $1,247+54.1% | $2,122-9.4% | $2,471-22.2% |
| Participant deferral / active EE | $3,569 | $2,512+42.0% | $3,373+5.8% | $3,741-4.6% |
| Admin fee / account holder | $183 | $4,536-96.0% | $5,961-96.9% | $5,306-96.6% |