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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 | $159,683 | $136,307+17.1% | $106,619+49.8% | $273,972-41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 43.12% | 11.05%+32.1pp | 9.42%+33.7pp | 41.46%+1.7pp |
| Employer contribution / active EE | $12,222 | $5,190+135.5% | $3,947+209.7% | $4,869+151.0% |
| Participant deferral / active EE | $8,474 | $4,969+70.5% | $3,930+115.6% | $5,287+60.3% |
| Admin fee / account holder | $193 | $8,625-97.8% | $6,418-97.0% | $10,133-98.1% |