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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 | $164,275 | $153,311+7.2% | $109,313+50.3% | $273,972-40.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.87% | 29.86%-21.0pp | 22.07%-13.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,690 | $5,619+19.1% | $3,892+71.9% | $4,869+37.4% |
| Participant deferral / active EE | $9,536 | $3,932+142.5% | $3,166+201.2% | $5,287+80.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |