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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 | $241,670 | $135,956+77.8% | $123,894+95.1% | $273,972-11.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.04% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $9,216 | $5,170+78.3% | $4,617+99.6% | $4,869+89.3% |
| Participant deferral / active EE | $8,453 | $6,343+33.3% | $5,984+41.3% | $5,287+59.9% |
| Admin fee / account holder | $129 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |