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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 | $56,312 | $58,828-4.3% | $78,002-27.8% | $62,881-10.4% |
| Participation rate | 91.7% | 71.1%+20.6pp | 75.5%+16.1pp | 69.3%+22.4pp |
| Annual return | 9.08% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,449 | $1,672+46.5% | $2,470-0.9% | $2,281+7.4% |
| Participant deferral / active EE | $4,659 | $2,686+73.5% | $3,497+33.2% | $3,203+45.5% |
| Admin fee / account holder | $10 | $4,393-99.8% | $5,481-99.8% | $4,296-99.8% |