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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 | $86,853 | $58,600+48.2% | $83,327+4.2% | $64,173+35.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 26.48% | 9.66%+16.8pp | 10.64%+15.8pp | 7.63%+18.8pp |
| Employer contribution / active EE | $10,572 | $2,098+403.9% | $3,379+212.9% | $2,381+344.1% |
| Participant deferral / active EE | $8,359 | $4,656+79.5% | $5,565+50.2% | $3,470+140.9% |
| Admin fee / account holder | $158 | $9,282-98.3% | $7,540-97.9% | $4,887-96.8% |