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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 | $100,892 | $75,541+33.6% | $152,093-33.7% | $82,637+22.1% |
| Participation rate | 96.0% | 66.5%+29.5pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 21.58% | 32.56%-11.0pp | 66.36%-44.8pp | 53.51%-31.9pp |
| Employer contribution / active EE | $7,559 | $2,622+188.3% | $4,175+81.1% | $2,552+196.2% |
| Participant deferral / active EE | $6,207 | $3,206+93.6% | $5,451+13.9% | $4,126+50.4% |
| Admin fee / account holder | $5 | $6,405-99.9% | $14,497-100.0% | $7,339-99.9% |