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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 | $90,235 | $91,198-1.1% | $178,503-49.4% | $79,856+13.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 13.92% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,347 | $3,257+33.5% | $5,011-13.3% | $2,471+75.9% |
| Participant deferral / active EE | $3,604 | $3,237+11.4% | $5,202-30.7% | $3,741-3.6% |
| Admin fee / account holder | $273 | $6,748-96.0% | $13,987-98.0% | $5,306-94.9% |