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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 | $103,256 | $91,037+13.4% | $71,671+44.1% | $147,586-30.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.37% | 20.48%+3.9pp | 20.65%+3.7pp | 578.59%-554.2pp |
| Employer contribution / active EE | $5,609 | $3,327+68.6% | $2,460+128.0% | $4,876+15.0% |
| Participant deferral / active EE | $6,816 | $4,498+51.5% | $3,438+98.3% | $5,439+25.3% |
| Admin fee / account holder | $17 | $8,613-99.8% | $5,558-99.7% | $10,886-99.8% |