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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 | $248,121 | $153,311+61.8% | $109,313+127.0% | $273,972-9.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.72% | 29.86%-23.1pp | 22.07%-15.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $13,770 | $5,619+145.1% | $3,892+253.8% | $4,869+182.8% |
| Participant deferral / active EE | $7,247 | $3,932+84.3% | $3,166+128.9% | $5,287+37.1% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,133-99.9% |