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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 | $195,722 | $135,956+44.0% | $123,894+58.0% | $273,972-28.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $9,619 | $5,170+86.1% | $4,617+108.3% | $4,869+97.6% |
| Participant deferral / active EE | $8,904 | $6,343+40.4% | $5,984+48.8% | $5,287+68.4% |
| Admin fee / account holder | $193 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |