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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 | $127,598 | $135,956-6.1% | $123,894+3.0% | $273,972-53.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.70% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $12,316 | $5,170+138.2% | $4,617+166.8% | $4,869+153.0% |
| Participant deferral / active EE | $10,961 | $6,343+72.8% | $5,984+83.2% | $5,287+107.3% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |