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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 | $211,965 | $154,228+37.4% | $145,433+45.7% | $137,256+54.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.61% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,953 | $4,804-59.4% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $4,460 | $8,216-45.7% | $7,897-43.5% | $6,407-30.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |