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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 | $125,490 | $58,828+113.3% | $78,002+60.9% | $62,881+99.6% |
| Participation rate | 73.0% | 71.1%+1.9pp | 75.5%-2.6pp | 69.3%+3.7pp |
| Annual return | 8.81% | 17.16%-8.3pp | 425.99%-417.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,168 | $1,672+29.7% | $2,470-12.2% | $2,281-5.0% |
| Participant deferral / active EE | $2,073 | $2,686-22.8% | $3,497-40.7% | $3,203-35.3% |
| Admin fee / account holder | $192 | $4,393-95.6% | $5,481-96.5% | $4,296-95.5% |