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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 | $155,665 | $110,307+41.1% | $96,576+61.2% | $139,456+11.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 35.90% | 26.40%+9.5pp | 25.87%+10.0pp | 373.45%-337.6pp |
| Employer contribution / active EE | $7,224 | $3,619+99.6% | $2,965+143.6% | $4,753+52.0% |
| Participant deferral / active EE | $8,811 | $5,547+58.8% | $4,851+81.6% | $6,711+31.3% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |