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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 | $139,418 | $57,140+144.0% | $85,240+63.6% | $80,959+72.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 64.21% | 21.71%+42.5pp | 66.75%-2.5pp | 35.67%+28.5pp |
| Employer contribution / active EE | $12,929 | $1,802+617.5% | $2,735+372.7% | $2,757+368.9% |
| Participant deferral / active EE | $3,564 | $3,115+14.4% | $4,527-21.3% | $4,300-17.1% |
| Admin fee / account holder | $20 | $4,992-99.6% | $6,165-99.7% | $6,925-99.7% |