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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 | $137,304 | $135,956+1.0% | $123,894+10.8% | $273,972-49.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $10,111 | $5,170+95.6% | $4,617+119.0% | $4,869+107.7% |
| Participant deferral / active EE | $6,773 | $6,343+6.8% | $5,984+13.2% | $5,287+28.1% |
| Admin fee / account holder | -$25 | $9,817-100.3% | $8,357-100.3% | $10,133-100.2% |