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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 | $222,989 | $174,379+27.9% | $152,093+46.6% | $138,895+60.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.14% | 74.86%-50.7pp | 66.36%-42.2pp | 145.39%-121.3pp |
| Employer contribution / active EE | $4,548 | $4,652-2.2% | $4,175+8.9% | $4,194+8.4% |
| Participant deferral / active EE | $16,428 | $6,159+166.7% | $5,451+201.3% | $6,396+156.8% |
| Admin fee / account holder | $3 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |