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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 | $221,651 | $135,956+63.0% | $123,894+78.9% | $273,970-19.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.57% | 56.63%-47.1pp | 47.52%-37.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $9,712 | $5,170+87.9% | $4,617+110.4% | $4,869+99.5% |
| Participant deferral / active EE | $12,047 | $6,343+89.9% | $5,984+101.3% | $5,287+127.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |