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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 | $107,794 | $78,707+37.0% | $117,861-8.5% | $70,126+53.7% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 20.77% | 23.30%-2.5pp | 335.11%-314.3pp | 73.15%-52.4pp |
| Employer contribution / active EE | $3,819 | $2,223+71.8% | $3,786+0.9% | $2,343+63.0% |
| Participant deferral / active EE | $6,662 | $3,297+102.0% | $4,482+48.6% | $3,332+100.0% |
| Admin fee / account holder | $15 | $5,066-99.7% | $8,021-99.8% | $4,645-99.7% |