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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 | $65,942 | $136,307-51.6% | $106,619-38.2% | $273,972-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 59.49% | 11.05%+48.4pp | 9.42%+50.1pp | 41.46%+18.0pp |
| Employer contribution / active EE | $14,411 | $5,190+177.7% | $3,947+265.1% | $4,869+196.0% |
| Participant deferral / active EE | $8,006 | $4,969+61.1% | $3,930+103.7% | $5,287+51.4% |
| Admin fee / account holder | $89 | $8,625-99.0% | $6,418-98.6% | $10,133-99.1% |