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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 | $106,967 | $93,346+14.6% | $71,796+49.0% | $273,972-61.0% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.1%+22.2pp | 83.0%+8.3pp |
| Annual return | 9.11% | 130.39%-121.3pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,657 | $2,733-39.4% | $1,924-13.9% | $4,869-66.0% |
| Participant deferral / active EE | $4,667 | $3,475+34.3% | $2,794+67.0% | $5,287-11.7% |
| Admin fee / account holder | $161 | $6,571-97.6% | $4,815-96.7% | $10,133-98.4% |