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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 | $61,982 | $53,127+16.7% | $86,597-28.4% | $70,131-11.6% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 17.04% | 27.66%-10.6pp | 964.96%-947.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,947 | $2,068-5.8% | $2,840-31.4% | $2,342-16.9% |
| Participant deferral / active EE | $3,026 | $2,696+12.3% | $3,609-16.1% | $3,332-9.2% |
| Admin fee / account holder | $179 | $3,585-95.0% | $4,906-96.4% | $4,645-96.2% |