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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 | $94,705 | $58,828+61.0% | $78,002+21.4% | $62,881+50.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.07% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,400 | $1,672+43.6% | $2,470-2.8% | $2,281+5.2% |
| Participant deferral / active EE | $4,856 | $2,686+80.8% | $3,497+38.9% | $3,203+51.6% |
| Admin fee / account holder | $167 | $4,393-96.2% | $5,481-97.0% | $4,296-96.1% |