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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 | $87,835 | $53,128+65.3% | $86,582+1.4% | $70,126+25.3% |
| Participation rate | 88.0% | 65.3%+22.7pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 21.91% | 27.66%-5.8pp | 965.08%-943.2pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,834 | $2,068-11.3% | $2,839-35.4% | $2,343-21.7% |
| Participant deferral / active EE | $4,140 | $2,695+53.6% | $3,609+14.7% | $3,332+24.2% |
| Admin fee / account holder | $54 | $3,584-98.5% | $4,904-98.9% | $4,645-98.8% |