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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 | $102,766 | $105,856-2.9% | $90,161+14.0% | $147,586-30.4% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 25.49% | 37.63%-12.1pp | 34.89%-9.4pp | 578.59%-553.1pp |
| Employer contribution / active EE | $1,303 | $4,126-68.4% | $3,318-60.7% | $4,876-73.3% |
| Participant deferral / active EE | $4,764 | $5,733-16.9% | $5,287-9.9% | $5,439-12.4% |
| Admin fee / account holder | $172 | $8,046-97.9% | $5,943-97.1% | $10,886-98.4% |