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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 | $153,455 | $135,956+12.9% | $123,894+23.9% | $273,972-44.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 78.93% | 56.63%+22.3pp | 47.52%+31.4pp | 41.46%+37.5pp |
| Employer contribution / active EE | $10,105 | $5,170+95.5% | $4,617+118.9% | $4,869+107.5% |
| Participant deferral / active EE | $9,448 | $6,343+49.0% | $5,984+57.9% | $5,287+78.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |