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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 | $183,254 | $135,956+34.8% | $123,894+47.9% | $273,972-33.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.55% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $15,832 | $5,170+206.2% | $4,617+242.9% | $4,869+225.2% |
| Participant deferral / active EE | $16,593 | $6,343+161.6% | $5,984+177.3% | $5,287+213.8% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |