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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 | $211,647 | $135,956+55.7% | $123,894+70.8% | $273,972-22.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $22,379 | $5,170+332.9% | $4,617+384.7% | $4,869+359.7% |
| Participant deferral / active EE | $8,000 | $6,343+26.1% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |