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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 | $225,450 | $154,228+46.2% | $145,433+55.0% | $137,256+64.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.17% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $12,493 | $4,804+160.1% | $4,554+174.3% | $4,156+200.6% |
| Participant deferral / active EE | $24,080 | $8,216+193.1% | $7,897+204.9% | $6,407+275.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |