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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 | $149,952 | $135,956+10.3% | $123,894+21.0% | $273,972-45.3% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 13.87% | 56.63%-42.8pp | 47.52%-33.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $12,388 | $5,170+139.6% | $4,617+168.3% | $4,869+154.4% |
| Participant deferral / active EE | $13,484 | $6,343+112.6% | $5,984+125.3% | $5,287+155.0% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |