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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 | $125,866 | $56,110+124.3% | $94,993+32.5% | $70,126+79.5% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.9%+15.0pp | 69.5%+19.3pp |
| Annual return | 17.30% | 51.02%-33.7pp | 27.14%-9.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $8,693 | $1,442+502.8% | $2,603+233.9% | $2,343+271.1% |
| Participant deferral / active EE | $5,829 | $2,391+143.8% | $3,317+75.7% | $3,332+74.9% |
| Admin fee / account holder | $51 | $3,456-98.5% | $4,960-99.0% | $4,645-98.9% |