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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 | $116,489 | $103,393+12.7% | $87,103+33.7% | $152,909-23.8% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 19.02% | 28.10%-9.1pp | 28.19%-9.2pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,075 | $3,221-66.6% | $2,521-57.4% | $4,764-77.4% |
| Participant deferral / active EE | $1,681 | $4,778-64.8% | $4,049-58.5% | $5,851-71.3% |
| Admin fee / account holder | $20 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |