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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 | $86,981 | $89,259-2.6% | $107,187-18.9% | $82,637+5.3% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.6pp | 68.1%+24.5pp |
| Annual return | 14.48% | 21.02%-6.5pp | 204.55%-190.1pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,663 | $3,080+18.9% | $3,782-3.2% | $2,552+43.5% |
| Participant deferral / active EE | $3,506 | $4,037-13.2% | $5,096-31.2% | $4,126-15.0% |
| Admin fee / account holder | $127 | $7,381-98.3% | $9,162-98.6% | $7,339-98.3% |