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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 | $232,641 | $135,956+71.1% | $123,894+87.8% | $273,972-15.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.29% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,824 | $5,170-6.7% | $4,617+4.5% | $4,869-0.9% |
| Participant deferral / active EE | $10,533 | $6,343+66.1% | $5,984+76.0% | $5,287+99.2% |
| Admin fee / account holder | $32 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |