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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 | $126,138 | $135,956-7.2% | $123,894+1.8% | $273,972-54.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.39% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $8,066 | $5,170+56.0% | $4,617+74.7% | $4,869+65.7% |
| Participant deferral / active EE | $12,539 | $6,343+97.7% | $5,984+109.5% | $5,287+137.2% |
| Admin fee / account holder | $59 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |