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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 | $147,612 | $135,956+8.6% | $123,894+19.1% | $273,972-46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,339 | $5,170-16.1% | $4,617-6.0% | $4,869-10.9% |
| Participant deferral / active EE | $9,839 | $6,343+55.1% | $5,984+64.4% | $5,287+86.1% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |