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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 | $107,301 | $93,345+15.0% | $119,126-9.9% | $87,485+22.7% |
| Participation rate | 92.5% | 68.7%+23.8pp | 75.8%+16.7pp | 68.9%+23.6pp |
| Annual return | 17.96% | 19.08%-1.1pp | 282.11%-264.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $11,759 | $3,172+270.8% | $4,034+191.5% | $2,596+352.9% |
| Participant deferral / active EE | $6,539 | $4,099+59.5% | $5,318+23.0% | $4,274+53.0% |
| Admin fee / account holder | $28 | $8,039-99.6% | $10,693-99.7% | $7,775-99.6% |