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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 | $94,029 | $69,118+36.0% | $53,647+75.3% | $138,895-32.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 21.67% | 248.26%-226.6pp | 358.33%-336.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $6,548 | $1,189+450.5% | $962+580.6% | $4,194+56.1% |
| Participant deferral / active EE | $8,604 | $2,274+278.3% | $1,813+374.5% | $6,396+34.5% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |