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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 | $122,300 | $93,598+30.7% | $135,974-10.1% | $75,173+62.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 20.54% | 30.89%-10.3pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $6,901 | $3,538+95.0% | $4,859+42.0% | $2,671+158.4% |
| Participant deferral / active EE | $12,222 | $6,405+90.8% | $7,760+57.5% | $4,126+196.2% |
| Admin fee / account holder | $26 | $6,978-99.6% | $10,767-99.8% | $5,651-99.5% |