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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 | $105,613 | $87,132+21.2% | $105,6240% | $80,959+30.5% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.7%+22.7pp |
| Annual return | 50.91% | 17.03%+33.9pp | 116.20%-65.3pp | 35.67%+15.2pp |
| Employer contribution / active EE | $1,709 | $2,397-28.7% | $3,168-46.1% | $2,757-38.0% |
| Participant deferral / active EE | $3,681 | $3,985-7.6% | $5,013-26.6% | $4,300-14.4% |
| Admin fee / account holder | $96 | $8,449-98.9% | $10,961-99.1% | $6,925-98.6% |