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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 | $111,669 | $91,559+22.0% | $133,978-16.7% | $79,856+39.8% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 20.60% | 61.85%-41.3pp | 45.10%-24.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $4,735 | $2,384+98.6% | $3,919+20.8% | $2,471+91.6% |
| Participant deferral / active EE | $2,684 | $3,734-28.1% | $5,047-46.8% | $3,741-28.2% |
| Admin fee / account holder | $280 | $6,321-95.6% | $8,930-96.9% | $5,306-94.7% |