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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 | $115,403 | $212,386-45.7% | $199,883-42.3% | $138,895-16.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.8%+3.2pp | 79.9%+10.1pp |
| Annual return | 21.79% | 47.75%-26.0pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $8,331 | $6,625+25.8% | $6,261+33.1% | $4,194+98.6% |
| Participant deferral / active EE | $11,567 | $9,617+20.3% | $9,138+26.6% | $6,396+80.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |