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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 | $114,815 | $77,814+47.6% | $158,223-27.4% | $86,983+32.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 15.34% | 30.54%-15.2pp | 52.09%-36.7pp | 25.83%-10.5pp |
| Employer contribution / active EE | $7,334 | $2,592+182.9% | $4,109+78.5% | $2,584+183.8% |
| Participant deferral / active EE | $4,769 | $3,270+45.9% | $5,467-12.8% | $4,194+13.7% |
| Admin fee / account holder | $16 | $5,879-99.7% | $16,047-99.9% | $7,856-99.8% |