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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 | $187,012 | $135,956+37.6% | $123,894+50.9% | $273,972-31.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.02% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,881 | $5,170-63.6% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $9,959 | $6,343+57.0% | $5,984+66.4% | $5,287+88.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |