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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 | $150,157 | $110,379+36.0% | $102,412+46.6% | $145,884+2.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.14% | 24.84%-4.7pp | 24.94%-4.8pp | 551.85%-531.7pp |
| Employer contribution / active EE | $16,192 | $4,216+284.0% | $3,870+318.4% | $4,662+247.3% |
| Participant deferral / active EE | $15,251 | $5,622+171.3% | $5,060+201.4% | $6,690+128.0% |
| Admin fee / account holder | $35 | $9,745-99.6% | $8,388-99.6% | $13,392-99.7% |