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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 | $199,896 | $135,956+47.0% | $123,894+61.3% | $273,972-27.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $10,534 | $5,170+103.8% | $4,617+128.2% | $4,869+116.4% |
| Participant deferral / active EE | $9,489 | $6,343+49.6% | $5,984+58.6% | $5,287+79.5% |
| Admin fee / account holder | $54 | $9,817-99.4% | $8,357-99.4% | $10,133-99.5% |