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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 | $109,426 | $56,063+95.2% | $76,051+43.9% | $80,911+35.2% |
| Participation rate | 73.7% | 62.0%+11.6pp | 69.1%+4.6pp | 67.6%+6.0pp |
| Annual return | 10.20% | 20.54%-10.3pp | 360.42%-350.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $3,395 | $1,874+81.2% | $2,690+26.2% | $2,756+23.2% |
| Participant deferral / active EE | $7,045 | $3,052+130.8% | $4,257+65.5% | $4,297+63.9% |
| Admin fee / account holder | $75 | $5,240-98.6% | $6,416-98.8% | $6,935-98.9% |