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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 | $248,942 | $105,960+134.9% | $81,726+204.6% | $158,982+56.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.36% | 38.19%-25.8pp | 29.49%-17.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $877 | $7,805-88.8% | $4,311-79.7% | $4,763-81.6% |
| Participant deferral / active EE | $1,156 | $13,011-91.1% | $7,108-83.7% | $5,983-80.7% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |