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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 | $164,297 | $95,188+72.6% | $76,518+114.7% | $135,380+21.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 9.26% | 4.85%+4.4pp | -0.27%+9.5pp | 519.81%-510.5pp |
| Employer contribution / active EE | $49,099 | $3,303+1386.6% | $2,647+1754.7% | $4,779+927.4% |
| Participant deferral / active EE | $28,500 | $4,640+514.3% | $3,836+643.0% | $5,609+408.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |