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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 | $114,094 | $135,956-16.1% | $123,894-7.9% | $273,972-58.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.16% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $11,924 | $5,170+130.6% | $4,617+158.3% | $4,869+144.9% |
| Participant deferral / active EE | $9,382 | $6,343+47.9% | $5,984+56.8% | $5,287+77.5% |
| Admin fee / account holder | $96 | $9,817-99.0% | $8,357-98.9% | $10,133-99.1% |