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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 | $57,364 | $54,763+4.8% | $90,324-36.5% | $72,976-21.4% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 79.95% | 30.63%+49.3pp | 78.15%+1.8pp | 81.02%-1.1pp |
| Employer contribution / active EE | $4,061 | $2,093+94.0% | $2,856+42.2% | $2,440+66.4% |
| Participant deferral / active EE | $5,670 | $2,887+96.4% | $3,885+45.9% | $3,608+57.2% |
| Admin fee / account holder | $204 | $3,973-94.9% | $5,356-96.2% | $5,124-96.0% |