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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 | $114,417 | $90,486+26.4% | $78,676+45.4% | $273,972-58.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 13.25% | 75.62%-62.4pp | 62.19%-48.9pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,540 | $3,175-20.0% | $2,850-10.9% | $4,869-47.8% |
| Participant deferral / active EE | $11,208 | $3,901+187.3% | $3,517+218.7% | $5,287+112.0% |
| Admin fee / account holder | $86 | $5,263-98.4% | $4,510-98.1% | $10,133-99.2% |