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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 | $104,384 | $102,632+1.7% | $81,988+27.3% | $158,950-34.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.3%+18.2pp | 82.0%+5.5pp |
| Annual return | 24.84% | 61.05%-36.2pp | 41.31%-16.5pp | 302.91%-278.1pp |
| Employer contribution / active EE | $1,808 | $3,241-44.2% | $2,498-27.6% | $4,762-62.0% |
| Participant deferral / active EE | $4,621 | $4,649-0.6% | $3,722+24.1% | $5,983-22.8% |
| Admin fee / account holder | $66 | $8,237-99.2% | $5,665-98.8% | $11,248-99.4% |