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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 | $163,782 | $108,825+50.5% | $156,181+4.9% | $82,448+98.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.08% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,081 | $2,870+77.1% | $4,294+18.3% | $2,551+99.2% |
| Participant deferral / active EE | $8,030 | $4,577+75.4% | $6,132+31.0% | $4,139+94.0% |
| Admin fee / account holder | $219 | $9,341-97.7% | $14,586-98.5% | $7,234-97.0% |