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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 | $168,963 | $135,956+24.3% | $123,894+36.4% | $273,972-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $12,403 | $5,170+139.9% | $4,617+168.7% | $4,869+154.7% |
| Participant deferral / active EE | $6,000 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |