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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 | $78,843 | $65,367+20.6% | $92,915-15.1% | $72,976+8.0% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.4pp |
| Annual return | 23.84% | 42.11%-18.3pp | 109.45%-85.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $8,116 | $2,594+212.9% | $3,653+122.2% | $2,440+232.6% |
| Participant deferral / active EE | $4,799 | $3,128+53.4% | $4,238+13.2% | $3,608+33.0% |
| Admin fee / account holder | $54 | $4,251-98.7% | $5,796-99.1% | $5,124-99.0% |