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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 | $146,579 | $135,956+7.8% | $123,894+18.3% | $273,972-46.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 23.53% | 56.63%-33.1pp | 47.52%-24.0pp | 41.46%-17.9pp |
| Employer contribution / active EE | $10,116 | $5,170+95.7% | $4,617+119.1% | $4,869+107.8% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |