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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 | $164,533 | $76,551+114.9% | $123,894+32.8% | $62,881+161.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.93% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $10,307 | $2,882+257.6% | $4,617+123.3% | $2,281+351.9% |
| Participant deferral / active EE | $8,749 | $4,840+80.8% | $5,984+46.2% | $3,203+173.2% |
| Admin fee / account holder | $84 | $4,826-98.3% | $8,357-99.0% | $4,296-98.0% |