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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 | $103,319 | $94,439+9.4% | $73,658+40.3% | $154,746-33.2% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 17.53% | 28.25%-10.7pp | 29.72%-12.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,493 | $1,257+98.3% | $1,032+141.5% | $4,379-43.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |