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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 | $94,428 | $91,559+3.1% | $133,971-29.5% | $79,852+18.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.6%+28.0pp |
| Annual return | 16.23% | 61.85%-45.6pp | 45.09%-28.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $7,243 | $2,384+203.8% | $3,919+84.8% | $2,471+193.1% |
| Participant deferral / active EE | $5,509 | $3,734+47.5% | $5,047+9.2% | $3,740+47.3% |
| Admin fee / account holder | $215 | $6,321-96.6% | $8,929-97.6% | $5,306-95.9% |