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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 | $207,437 | $178,174+16.4% | $156,181+32.8% | $137,256+51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.19% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,160 | $4,972+44.0% | $4,294+66.7% | $4,156+72.3% |
| Participant deferral / active EE | $23,500 | $6,888+241.2% | $6,132+283.2% | $6,407+266.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |