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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 | $134,136 | $110,212+21.7% | $96,534+39.0% | $139,466-3.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 28.50% | 26.42%+2.1pp | 25.88%+2.6pp | 373.66%-345.2pp |
| Employer contribution / active EE | $8,333 | $3,620+130.2% | $2,965+181.0% | $4,754+75.3% |
| Participant deferral / active EE | $6,934 | $5,547+25.0% | $4,851+42.9% | $6,712+3.3% |
| Admin fee / account holder | $228 | $11,599-98.0% | $8,253-97.2% | $11,409-98.0% |