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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 | $177,492 | $78,694+125.5% | $67,652+162.4% | $125,389+41.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 7.75% | 9.46%-1.7pp | 6625.40%-6617.7pp | 282.24%-274.5pp |
| Employer contribution / active EE | $4,590 | $3,044+50.8% | $2,266+102.6% | $4,866-5.7% |
| Participant deferral / active EE | $10,389 | $4,292+142.0% | $3,560+191.8% | $5,352+94.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |