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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 | $48,011+107.7% | $63,803+56.3% | $82,637+20.7% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 11.78% | 19.84%-8.1pp | 543.72%-531.9pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,443 | $1,904+28.3% | $2,532-3.5% | $2,552-4.3% |
| Participant deferral / active EE | $6,787 | $2,846+138.4% | $3,843+76.6% | $4,126+64.5% |
| Admin fee / account holder | $64 | $3,873-98.4% | $5,196-98.8% | $7,339-99.1% |