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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 | $210,968 | $135,956+55.2% | $123,894+70.3% | $273,972-23.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.99% | 56.63%-35.6pp | 47.52%-26.5pp | 41.46%-20.5pp |
| Employer contribution / active EE | $6,163 | $5,170+19.2% | $4,617+33.5% | $4,869+26.6% |
| Participant deferral / active EE | $11,466 | $6,343+80.8% | $5,984+91.6% | $5,287+116.9% |
| Admin fee / account holder | $133 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |