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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 | $151,651 | $84,236+80.0% | $170,435-11.0% | $70,126+116.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $8,384 | $3,387+147.5% | $5,432+54.3% | $2,343+257.9% |
| Participant deferral / active EE | $6,793 | $3,086+120.1% | $4,939+37.5% | $3,332+103.9% |
| Admin fee / account holder | $203 | $5,698-96.4% | $13,881-98.5% | $4,645-95.6% |