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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 | $93,941 | $77,638+21.0% | $156,551-40.0% | $62,881+49.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 14.27% | 50.33%-36.1pp | 32.23%-18.0pp | 20.14%-5.9pp |
| Employer contribution / active EE | $5,820 | $3,444+69.0% | $5,501+5.8% | $2,281+155.2% |
| Participant deferral / active EE | $2,352 | $3,046-22.8% | $4,871-51.7% | $3,203-26.6% |
| Admin fee / account holder | $4 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |