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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 | $90,032 | $78,690+14.4% | $161,489-44.2% | $87,485+2.9% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $6,111 | $2,588+136.1% | $4,268+43.2% | $2,596+135.4% |
| Participant deferral / active EE | $3,810 | $3,311+15.1% | $5,630-32.3% | $4,274-10.8% |
| Admin fee / account holder | $60 | $6,724-99.1% | $16,006-99.6% | $7,775-99.2% |