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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 | $137,232 | $135,956+0.9% | $123,894+10.8% | $273,972-49.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.82% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,770 | $5,170+50.3% | $4,617+68.3% | $4,869+59.6% |
| Participant deferral / active EE | $17,025 | $6,343+168.4% | $5,984+184.5% | $5,287+222.0% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |