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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 | $213,830 | $174,379+22.6% | $152,093+40.6% | $138,895+54.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.32% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $9,313 | $4,652+100.2% | $4,175+123.1% | $4,194+122.1% |
| Participant deferral / active EE | $8,590 | $6,159+39.5% | $5,451+57.6% | $6,396+34.3% |
| Admin fee / account holder | $244 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |