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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 | $121,015 | $77,638+55.9% | $156,551-22.7% | $62,881+92.5% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 8.45% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,661 | $3,444+93.4% | $5,501+21.1% | $2,281+192.0% |
| Participant deferral / active EE | $4,029 | $3,046+32.3% | $4,871-17.3% | $3,203+25.8% |
| Admin fee / account holder | $157 | $5,561-97.2% | $13,028-98.8% | $4,296-96.3% |