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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 | $58,954 | $63,861-7.7% | $104,639-43.7% | $79,856-26.2% |
| Participation rate | 93.5% | 64.9%+28.6pp | 74.1%+19.5pp | 69.6%+23.9pp |
| Annual return | 17.10% | 21.30%-4.2pp | 340.67%-323.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,961 | $1,588+23.5% | $2,682-26.9% | $2,471-20.6% |
| Participant deferral / active EE | $4,982 | $2,693+85.0% | $3,738+33.3% | $3,741+33.2% |
| Admin fee / account holder | $84 | $4,185-98.0% | $6,465-98.7% | $5,306-98.4% |