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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 | $175,976 | $135,956+29.4% | $123,894+42.0% | $273,972-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.52% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $16,964 | $5,170+228.1% | $4,617+267.4% | $4,869+248.4% |
| Participant deferral / active EE | $8,923 | $6,343+40.7% | $5,984+49.1% | $5,287+68.8% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |