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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 | $132,175 | $101,798+29.8% | $165,071-19.9% | $80,935+63.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 25.04% | 16.73%+8.3pp | 70.17%-45.1pp | 35.66%-10.6pp |
| Employer contribution / active EE | $6,250 | $2,954+111.5% | $4,347+43.8% | $2,757+126.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |