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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 | $144,978 | $135,956+6.6% | $123,894+17.0% | $273,972-47.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.61% | 56.63%-41.0pp | 47.52%-31.9pp | 41.46%-25.8pp |
| Employer contribution / active EE | $8,408 | $5,170+62.6% | $4,617+82.1% | $4,869+72.7% |
| Participant deferral / active EE | $7,561 | $6,343+19.2% | $5,984+26.4% | $5,287+43.0% |
| Admin fee / account holder | $112 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |