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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 | $198,710 | $181,896+9.2% | $156,551+26.9% | $273,972-27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.61% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $24,133 | $6,248+286.2% | $5,501+338.7% | $4,869+395.7% |
| Participant deferral / active EE | $13,993 | $5,550+152.1% | $4,871+187.3% | $5,287+164.7% |
| Admin fee / account holder | $10 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |