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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 | $141,223 | $77,814+81.5% | $158,223-10.7% | $86,983+62.4% |
| Participation rate | 96.8% | 68.4%+28.4pp | 79.2%+17.6pp | 69.5%+27.2pp |
| Annual return | 46.94% | 30.54%+16.4pp | 52.09%-5.2pp | 25.83%+21.1pp |
| Employer contribution / active EE | $2,224 | $2,592-14.2% | $4,109-45.9% | $2,584-13.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $64 | $5,879-98.9% | $16,047-99.6% | $7,856-99.2% |