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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 | $168,750 | $57,352+194.2% | $83,831+101.3% | $64,173+163.0% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | 13.58% | 11.38%+2.2pp | 850.99%-837.4pp | 7.63%+5.9pp |
| Employer contribution / active EE | $12,313 | $2,546+383.7% | $3,631+239.1% | $2,381+417.2% |
| Participant deferral / active EE | $6,867 | $2,993+129.4% | $4,082+68.2% | $3,470+97.9% |
| Admin fee / account holder | $115 | $4,046-97.2% | $5,479-97.9% | $4,887-97.6% |