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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 | $108,331 | $77,638+39.5% | $156,551-30.8% | $62,881+72.3% |
| Participation rate | 87.0% | 71.2%+15.8pp | 84.0%+2.9pp | 69.3%+17.7pp |
| Annual return | 5.22% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $7,703 | $3,444+123.7% | $5,501+40.0% | $2,281+237.7% |
| Participant deferral / active EE | $4,803 | $3,046+57.7% | $4,871-1.4% | $3,203+49.9% |
| Admin fee / account holder | $194 | $5,561-96.5% | $13,028-98.5% | $4,296-95.5% |