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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 | $55,457+79.8% | $77,361+28.9% | $94,015+6.1% |
| Participation rate | 80.0% | 69.8%+10.2pp | 75.0%+5.0pp | 70.8%+9.2pp |
| Annual return | 11.78% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,443 | $2,255+8.4% | $2,990-18.3% | $2,790-12.4% |
| Participant deferral / active EE | $6,787 | $3,069+121.1% | $3,911+73.5% | $4,249+59.7% |
| Admin fee / account holder | $64 | $4,334-98.5% | $5,894-98.9% | $8,951-99.3% |