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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 | $234,661 | $135,956+72.6% | $123,894+89.4% | $273,972-14.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.43% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $12,185 | $5,170+135.7% | $4,617+163.9% | $4,869+150.3% |
| Participant deferral / active EE | $9,221 | $6,343+45.4% | $5,984+54.1% | $5,287+74.4% |
| Admin fee / account holder | $109 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |