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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 | $90,130 | $174,379-48.3% | $152,093-40.7% | $138,895-35.1% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 13.80% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $9,630 | $4,652+107.0% | $4,175+130.7% | $4,194+129.6% |
| Participant deferral / active EE | $11,575 | $6,159+87.9% | $5,451+112.3% | $6,396+81.0% |
| Admin fee / account holder | $263 | $16,880-98.4% | $14,497-98.2% | $12,562-97.9% |