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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 | $181,239 | $77,638+133.4% | $156,551+15.8% | $62,881+188.2% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 6.64% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $13,635 | $3,444+295.9% | $5,501+147.9% | $2,281+497.8% |
| Participant deferral / active EE | $11,372 | $3,046+273.4% | $4,871+133.5% | $3,203+255.1% |
| Admin fee / account holder | $204 | $5,561-96.3% | $13,028-98.4% | $4,296-95.3% |