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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 | $156,182 | $135,956+14.9% | $123,894+26.1% | $273,972-43.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.76% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,839 | $5,170-45.1% | $4,617-38.5% | $4,869-41.7% |
| Participant deferral / active EE | $10,042 | $6,343+58.3% | $5,984+67.8% | $5,287+89.9% |
| Admin fee / account holder | $293 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |