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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 | $110,760 | $89,367+23.9% | $141,191-21.6% | $72,975+51.8% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 20.42% | 111.87%-91.4pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $4,255 | $3,115+36.6% | $4,736-10.1% | $2,440+74.4% |
| Participant deferral / active EE | $7,414 | $5,419+36.8% | $6,710+10.5% | $3,608+105.5% |
| Admin fee / account holder | $7 | $5,957-99.9% | $10,264-99.9% | $5,124-99.9% |