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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 | $72,683 | $54,763+32.7% | $90,324-19.5% | $72,976-0.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.02% | 30.63%-6.6pp | 78.15%-54.1pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,870 | $2,093+37.1% | $2,856+0.5% | $2,440+17.6% |
| Participant deferral / active EE | $3,066 | $2,887+6.2% | $3,885-21.1% | $3,608-15.0% |
| Admin fee / account holder | $171 | $3,973-95.7% | $5,356-96.8% | $5,124-96.7% |