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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 | $101,984 | $76,551+33.2% | $123,894-17.7% | $62,881+62.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.27% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $11,553 | $2,882+300.8% | $4,617+150.2% | $2,281+406.5% |
| Participant deferral / active EE | $11,529 | $4,840+138.2% | $5,984+92.7% | $3,203+259.9% |
| Admin fee / account holder | $24 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |