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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 | $223,175 | $153,769+45.1% | $133,975+66.6% | $273,972-18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.05% | 36.51%-27.5pp | 29.29%-20.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $17,417 | $6,029+188.9% | $5,211+234.2% | $4,869+257.7% |
| Participant deferral / active EE | $11,910 | $6,958+71.2% | $6,282+89.6% | $5,287+125.3% |
| Admin fee / account holder | $216 | $11,765-98.2% | $9,324-97.7% | $10,133-97.9% |