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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 | $141,225 | $106,864+32.2% | $147,318-4.1% | $82,637+70.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.46% | 27.49%-7.0pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $11,861 | $3,417+247.1% | $4,593+158.2% | $2,552+364.7% |
| Participant deferral / active EE | $15,599 | $6,496+140.1% | $7,906+97.3% | $4,126+278.1% |
| Admin fee / account holder | $126 | $8,415-98.5% | $13,708-99.1% | $7,339-98.3% |