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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 | $231,604 | $154,228+50.2% | $145,433+59.3% | $137,256+68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.15% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,556 | $4,804-26.0% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $14,357 | $8,216+74.7% | $7,897+81.8% | $6,407+124.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |