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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 | $198,585 | $135,956+46.1% | $123,894+60.3% | $273,972-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.95% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $10,828 | $5,170+109.4% | $4,617+134.5% | $4,869+122.4% |
| Participant deferral / active EE | $6,120 | $6,343-3.5% | $5,984+2.3% | $5,287+15.8% |
| Admin fee / account holder | $217 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |