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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 | $219,786 | $76,551+187.1% | $123,894+77.4% | $62,881+249.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,376 | $2,882+86.5% | $4,617+16.4% | $2,281+135.7% |
| Participant deferral / active EE | $7,753 | $4,840+60.2% | $5,984+29.6% | $3,203+142.1% |
| Admin fee / account holder | $96 | $4,826-98.0% | $8,357-98.8% | $4,296-97.8% |