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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 | $195,447 | $76,551+155.3% | $123,894+57.8% | $62,881+210.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $9,932 | $2,882+244.6% | $4,617+115.1% | $2,281+335.4% |
| Participant deferral / active EE | $7,519 | $4,840+55.4% | $5,984+25.6% | $3,203+134.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |