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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 | $148,254 | $90,486+63.8% | $78,676+88.4% | $273,972-45.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.87% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $7,840 | $3,175+146.9% | $2,850+175.1% | $4,869+61.0% |
| Participant deferral / active EE | $6,912 | $3,901+77.2% | $3,517+96.5% | $5,287+30.7% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |