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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 | $97,732 | $60,139+62.5% | $90,461+8.0% | $79,856+22.4% |
| Participation rate | 74.6% | 65.0%+9.6pp | 72.7%+1.9pp | 69.6%+4.9pp |
| Annual return | 15.18% | 71.96%-56.8pp | 1294.76%-1279.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,600 | $2,069-22.7% | $3,264-51.0% | $2,471-35.3% |
| Participant deferral / active EE | $3,408 | $2,939+16.0% | $3,964-14.0% | $3,741-8.9% |
| Admin fee / account holder | $271 | $3,978-93.2% | $5,617-95.2% | $5,306-94.9% |