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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 | $59,846 | $51,638+15.9% | $68,368-12.5% | $82,448-27.4% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 18.27% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,451 | $2,047+19.8% | $2,649-7.5% | $2,551-3.9% |
| Participant deferral / active EE | $1,101 | $2,914-62.2% | $4,123-73.3% | $4,139-73.4% |
| Admin fee / account holder | $104 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |