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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 | $186,791 | $135,956+37.4% | $123,894+50.8% | $273,972-31.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.98% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $9,984 | $5,170+93.1% | $4,617+116.2% | $4,869+105.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $247 | $9,817-97.5% | $8,357-97.0% | $10,133-97.6% |