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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 | $220,356 | $154,228+42.9% | $145,433+51.5% | $137,256+60.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $34,875 | $4,804+626.0% | $4,554+665.7% | $4,156+739.1% |
| Participant deferral / active EE | $29,315 | $8,216+256.8% | $7,897+271.2% | $6,407+357.6% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |