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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 | $100,610 | $76,551+31.4% | $123,894-18.8% | $62,881+60.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.79% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $9,526 | $2,882+230.5% | $4,617+106.3% | $2,281+317.6% |
| Participant deferral / active EE | $11,699 | $4,840+141.7% | $5,984+95.5% | $3,203+265.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |