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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 | $78,736 | $78,7070% | $117,861-33.2% | $70,126+12.3% |
| Participation rate | 93.1% | 73.2%+19.9pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 19.42% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,657 | $2,223+19.5% | $3,786-29.8% | $2,343+13.4% |
| Participant deferral / active EE | $5,184 | $3,297+57.2% | $4,482+15.7% | $3,332+55.6% |
| Admin fee / account holder | $10 | $5,066-99.8% | $8,021-99.9% | $4,645-99.8% |