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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 | $119,923 | $71,809+67.0% | $61,048+96.4% | $152,897-21.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 22.86% | 29.74%-6.9pp | 26.18%-3.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $6,675 | $4,545+46.9% | $3,716+79.6% | $4,764+40.1% |
| Participant deferral / active EE | $23,815 | $5,467+335.6% | $4,470+432.7% | $5,851+307.0% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,599-100.0% |