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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 | $128,779 | $181,062-28.9% | $158,223-18.6% | $155,188-17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.69% | 57.39%-47.7pp | 52.09%-42.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $11,305 | $4,565+147.7% | $4,109+175.1% | $4,248+166.1% |
| Participant deferral / active EE | $9,050 | $6,134+47.5% | $5,467+65.5% | $6,531+38.6% |
| Admin fee / account holder | $61 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |