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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 | $101,138 | $56,544+78.9% | $75,501+34.0% | $70,126+44.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.24% | 23.59%-10.3pp | 27.35%-14.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $5,810 | $1,817+219.8% | $2,352+147.0% | $2,343+148.0% |
| Participant deferral / active EE | $4,778 | $2,580+85.2% | $3,142+52.1% | $3,332+43.4% |
| Admin fee / account holder | $186 | $3,827-95.1% | $5,801-96.8% | $4,645-96.0% |