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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 | $176,083 | $135,956+29.5% | $123,894+42.1% | $273,972-35.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.47% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $6,984 | $5,170+35.1% | $4,617+51.3% | $4,869+43.4% |
| Participant deferral / active EE | $12,360 | $6,343+94.9% | $5,984+106.5% | $5,287+133.8% |
| Admin fee / account holder | $97 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |