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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 | $104,848 | $93,346+12.3% | $71,796+46.0% | $273,972-61.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 6.75% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,076 | $2,733+12.6% | $1,924+59.9% | $4,869-36.8% |
| Participant deferral / active EE | $5,098 | $3,475+46.7% | $2,794+82.4% | $5,287-3.6% |
| Admin fee / account holder | $21 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |