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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 | $57,118 | $53,128+7.5% | $86,582-34.0% | $70,126-18.5% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 18.02% | 27.66%-9.6pp | 965.08%-947.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $4,303 | $2,068+108.1% | $2,839+51.5% | $2,343+83.7% |
| Participant deferral / active EE | $4,818 | $2,695+78.8% | $3,609+33.5% | $3,332+44.6% |
| Admin fee / account holder | $93 | $3,584-97.4% | $4,904-98.1% | $4,645-98.0% |