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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 | $231,132 | $181,896+27.1% | $156,551+47.6% | $273,972-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.55% | 30.74%-17.2pp | 32.23%-18.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $9,839 | $6,248+57.5% | $5,501+78.9% | $4,869+102.1% |
| Participant deferral / active EE | $4,667 | $5,550-15.9% | $4,871-4.2% | $5,287-11.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |