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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 | $99,735 | $47,479+110.1% | $62,929+58.5% | $82,448+21.0% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 11.78% | 20.34%-8.6pp | 1063.93%-1052.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,443 | $1,885+29.6% | $2,505-2.5% | $2,551-4.2% |
| Participant deferral / active EE | $6,787 | $2,870+136.4% | $3,888+74.6% | $4,139+64.0% |
| Admin fee / account holder | $64 | $3,804-98.3% | $5,065-98.7% | $7,234-99.1% |