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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 | $83,478 | $47,848+74.5% | $81,473+2.5% | $70,124+19.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 22.86% | 27.25%-4.4pp | 38.78%-15.9pp | 73.14%-50.3pp |
| Employer contribution / active EE | $5,747 | $1,527+276.3% | $2,568+123.8% | $2,342+145.3% |
| Participant deferral / active EE | $12,486 | $2,453+409.0% | $3,537+253.0% | $3,332+274.7% |
| Admin fee / account holder | $231 | $3,145-92.7% | $4,561-94.9% | $4,645-95.0% |