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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 | $209,052 | $153,769+36.0% | $133,975+56.0% | $273,972-23.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.52% | 36.51%-24.0pp | 29.29%-16.8pp | 41.46%-28.9pp |
| Employer contribution / active EE | $9,722 | $6,029+61.3% | $5,211+86.6% | $4,869+99.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,133-99.9% |