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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 | $98,644 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-64.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 8.79% | 2.55%+6.2pp | 5.24%+3.6pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,475 | $2,350+47.9% | $1,844+88.5% | $4,869-28.6% |
| Participant deferral / active EE | $5,174 | $2,962+74.7% | $2,591+99.7% | $5,287-2.1% |
| Admin fee / account holder | $242 | $3,725-93.5% | $2,903-91.7% | $10,133-97.6% |