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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 | $90,026 | $72,269+24.6% | $101,271-11.1% | $79,852+12.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 45.58% | 22.29%+23.3pp | 46.48%-0.9pp | 31.72%+13.9pp |
| Employer contribution / active EE | $5,294 | $2,692+96.7% | $3,660+44.6% | $2,471+114.2% |
| Participant deferral / active EE | $2,966 | $3,282-9.6% | $4,371-32.1% | $3,740-20.7% |
| Admin fee / account holder | $161 | $4,401-96.3% | $5,948-97.3% | $5,306-97.0% |