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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 | $106,935 | $84,236+26.9% | $170,439-37.3% | $70,124+52.5% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 15.02% | 23.06%-8.0pp | 205.94%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,491 | $3,387-26.4% | $5,433-54.1% | $2,342+6.4% |
| Participant deferral / active EE | $4,592 | $3,086+48.8% | $4,939-7.0% | $3,332+37.8% |
| Admin fee / account holder | $157 | $5,698-97.2% | $13,881-98.9% | $4,645-96.6% |