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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 | $75,541+86.9% | $152,093-7.1% | $82,637+70.9% |
| Participation rate | 96.8% | 66.5%+30.2pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 46.94% | 32.56%+14.4pp | 66.36%-19.4pp | 53.51%-6.6pp |
| Employer contribution / active EE | $2,224 | $2,622-15.2% | $4,175-46.7% | $2,552-12.8% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $64 | $6,405-99.0% | $14,497-99.6% | $7,339-99.1% |