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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 | $50,554+97.3% | $67,681+47.4% | $87,485+14.0% |
| Participation rate | 80.0% | 67.7%+12.3pp | 73.7%+6.3pp | 68.9%+11.1pp |
| Annual return | 11.78% | 17.81%-6.0pp | 590.58%-578.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,443 | $1,988+22.9% | $2,678-8.8% | $2,596-5.9% |
| Participant deferral / active EE | $6,787 | $2,961+129.2% | $3,976+70.7% | $4,274+58.8% |
| Admin fee / account holder | $64 | $4,132-98.5% | $6,100-99.0% | $7,775-99.2% |