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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 | $172,446 | $135,956+26.8% | $123,894+39.2% | $273,972-37.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $9,834 | $5,170+90.2% | $4,617+113.0% | $4,869+102.0% |
| Participant deferral / active EE | $14,404 | $6,343+127.1% | $5,984+140.7% | $5,287+172.4% |
| Admin fee / account holder | -$201 | $9,817-102.0% | $8,357-102.4% | $10,133-102.0% |