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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 | $141,225 | $106,749+32.3% | $145,433-2.9% | $82,448+71.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.46% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $11,861 | $3,444+244.3% | $4,554+160.4% | $2,551+364.9% |
| Participant deferral / active EE | $15,599 | $6,519+139.3% | $7,897+97.5% | $4,139+276.9% |
| Admin fee / account holder | $126 | $8,390-98.5% | $13,129-99.0% | $7,234-98.3% |