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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 | $226,266 | $135,956+66.4% | $123,894+82.6% | $273,972-17.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.84% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $23,410 | $5,170+352.8% | $4,617+407.1% | $4,869+380.8% |
| Participant deferral / active EE | $7,779 | $6,343+22.6% | $5,984+30.0% | $5,287+47.1% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |