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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 | $103,947 | $81,358+27.8% | $155,556-33.2% | $80,959+28.4% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 12.52% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $6,777 | $3,106+118.2% | $4,675+44.9% | $2,757+145.8% |
| Participant deferral / active EE | $3,613 | $3,455+4.6% | $5,631-35.8% | $4,300-16.0% |
| Admin fee / account holder | $105 | $7,994-98.7% | $15,885-99.3% | $6,925-98.5% |