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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 | $83,982 | $85,766-2.1% | $136,297-38.4% | $70,131+19.7% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 21.04% | 31.45%-10.4pp | 5156.16%-5135.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,046 | $2,966+2.7% | $4,696-35.1% | $2,342+30.0% |
| Participant deferral / active EE | $4,495 | $5,051-11.0% | $6,247-28.0% | $3,332+34.9% |
| Admin fee / account holder | $4 | $5,420-99.9% | $9,244-100.0% | $4,645-99.9% |