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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 | $107,855 | $90,486+19.2% | $78,676+37.1% | $273,972-60.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.59% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $6,323 | $3,175+99.1% | $2,850+121.8% | $4,869+29.9% |
| Participant deferral / active EE | $5,097 | $3,901+30.7% | $3,517+44.9% | $5,287-3.6% |
| Admin fee / account holder | $94 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |