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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 | $146,975 | $91,559+60.5% | $133,971+9.7% | $79,852+84.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.11% | 61.85%-44.7pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $2,787 | $2,384+16.9% | $3,919-28.9% | $2,471+12.8% |
| Participant deferral / active EE | $4,674 | $3,734+25.2% | $5,047-7.4% | $3,740+24.9% |
| Admin fee / account holder | $4 | $6,321-99.9% | $8,929-100.0% | $5,306-99.9% |