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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 | $126,464 | $57,352+120.5% | $83,831+50.9% | $64,173+97.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 18.23% | 11.38%+6.8pp | 850.99%-832.8pp | 7.63%+10.6pp |
| Employer contribution / active EE | $4,426 | $2,546+73.9% | $3,631+21.9% | $2,381+85.9% |
| Participant deferral / active EE | $5,517 | $2,993+84.3% | $4,082+35.2% | $3,470+59.0% |
| Admin fee / account holder | $98 | $4,046-97.6% | $5,479-98.2% | $4,887-98.0% |