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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 | $123,897 | $78,705+57.4% | $117,860+5.1% | $70,124+76.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.29% | 23.30%-7.0pp | 335.10%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,110 | $2,223+84.9% | $3,786+8.6% | $2,342+75.5% |
| Participant deferral / active EE | $4,385 | $3,297+33.0% | $4,482-2.2% | $3,332+31.6% |
| Admin fee / account holder | $115 | $5,065-97.7% | $8,021-98.6% | $4,645-97.5% |