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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 | $102,761 | $106,864-3.8% | $147,318-30.2% | $82,637+24.4% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 21.15% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $7,910 | $3,417+131.5% | $4,593+72.2% | $2,552+209.9% |
| Participant deferral / active EE | $15,569 | $6,496+139.7% | $7,906+96.9% | $4,126+277.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |