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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 | $104,649 | $68,681+52.4% | $86,625+20.8% | $85,851+21.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 71.6%+18.4pp | 69.3%+20.7pp |
| Annual return | 16.50% | 20.12%-3.6pp | 63.52%-47.0pp | 318.63%-302.1pp |
| Employer contribution / active EE | $2,105 | $1,880+12.0% | $2,496-15.6% | $2,565-17.9% |
| Participant deferral / active EE | $4,050 | $2,919+38.8% | $3,700+9.5% | $3,952+2.5% |
| Admin fee / account holder | $226 | $5,974-96.2% | $5,830-96.1% | $6,261-96.4% |