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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 | $145,091 | $83,485+73.8% | $125,195+15.9% | $72,976+98.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.09% | 25.77%-3.7pp | 43.79%-21.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $6,111 | $2,346+160.5% | $3,866+58.1% | $2,440+150.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $220 | $5,518-96.0% | $9,704-97.7% | $5,124-95.7% |