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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 | $174,494 | $135,956+28.3% | $123,894+40.8% | $273,972-36.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,828 | $5,170-6.6% | $4,617+4.6% | $4,869-0.8% |
| Participant deferral / active EE | $8,306 | $6,343+31.0% | $5,984+38.8% | $5,287+57.1% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |