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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 | $87,037+21.3% | $106,201-0.6% | $80,874+30.6% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.6%+22.7pp |
| Annual return | 50.91% | 17.05%+33.9pp | 116.26%-65.3pp | 35.62%+15.3pp |
| Employer contribution / active EE | $1,709 | $2,396-28.7% | $3,170-46.1% | $2,756-38.0% |
| Participant deferral / active EE | $3,681 | $3,986-7.6% | $5,012-26.6% | $4,297-14.3% |
| Admin fee / account holder | $96 | $8,434-98.9% | $11,039-99.1% | $6,935-98.6% |