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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 | $169,148 | $135,956+24.4% | $123,894+36.5% | $273,972-38.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.51% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,417 | $5,170+178.9% | $4,617+212.3% | $4,869+196.1% |
| Participant deferral / active EE | $8,757 | $6,343+38.1% | $5,984+46.3% | $5,287+65.6% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |