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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 | $221,017 | $135,956+62.6% | $123,894+78.4% | $273,972-19.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.66% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $12,138 | $5,170+134.8% | $4,617+162.9% | $4,869+149.3% |
| Participant deferral / active EE | $12,208 | $6,343+92.5% | $5,984+104.0% | $5,287+130.9% |
| Admin fee / account holder | $84 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |