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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 | $125,117 | $83,485+49.9% | $125,180-0.1% | $72,983+71.4% |
| Participation rate | 75.5% | 73.3%+2.2pp | 79.8%-4.3pp | 69.5%+6.0pp |
| Annual return | 58.72% | 25.78%+32.9pp | 43.79%+14.9pp | 81.01%-22.3pp |
| Employer contribution / active EE | $3,061 | $2,346+30.5% | $3,866-20.8% | $2,440+25.5% |
| Participant deferral / active EE | $8,465 | $3,586+136.1% | $4,937+71.5% | $3,608+134.7% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,703-100.0% | $5,124-100.0% |