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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 | $105,562 | $58,275+81.1% | $81,844+29.0% | $80,935+30.4% |
| Participation rate | 92.7% | 63.5%+29.2pp | 72.4%+20.3pp | 67.7%+25.0pp |
| Annual return | 14.44% | 41.82%-27.4pp | 778.87%-764.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $3,163 | $2,346+34.8% | $2,916+8.5% | $2,757+14.7% |
| Participant deferral / active EE | $5,030 | $3,285+53.1% | $4,323+16.3% | $4,299+17.0% |
| Admin fee / account holder | $231 | $4,749-95.1% | $7,355-96.9% | $6,924-96.7% |