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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 | $193,803 | $156,398+23.9% | $147,318+31.6% | $138,895+39.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.59% | 78.75%-57.2pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,201 | $4,853-54.6% | $4,593-52.1% | $4,194-47.5% |
| Participant deferral / active EE | $6,686 | $8,237-18.8% | $7,906-15.4% | $6,396+4.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |