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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 | $61,698 | $65,985-6.5% | - | $152,885-59.6% |
| Participation rate | 100.0% | 72.3%+27.7pp | - | 82.5%+17.5pp |
| Annual return | 25.64% | 27.82%-2.2pp | - | 345.39%-319.8pp |
| Employer contribution / active EE | $8,309 | $2,766+200.4% | - | $4,763+74.4% |
| Participant deferral / active EE | $8,465 | $4,125+105.2% | - | $5,851+44.7% |
| Admin fee / account holder | $0 | $4,647-100.0% | - | $11,598-100.0% |