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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 | $249,205 | $135,956+83.3% | $123,894+101.1% | $273,972-9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $8,698 | $5,170+68.2% | $4,617+88.4% | $4,869+78.6% |
| Participant deferral / active EE | $5,143 | $6,343-18.9% | $5,984-14.1% | $5,287-2.7% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |