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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 | $103,265 | $106,923-3.4% | $84,023+22.9% | $152,909-32.5% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 25.96% | 105.02%-79.1pp | 71.32%-45.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $1,789 | $2,735-34.6% | $1,984-9.8% | $4,764-62.4% |
| Participant deferral / active EE | $3,924 | $4,013-2.2% | $3,239+21.1% | $5,851-32.9% |
| Admin fee / account holder | $207 | $8,289-97.5% | $6,102-96.6% | $11,601-98.2% |