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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 | $228,579 | $212,386+7.6% | $199,883+14.4% | $138,895+64.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.00% | 47.75%-31.8pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $5,846 | $6,625-11.8% | $6,261-6.6% | $4,194+39.4% |
| Participant deferral / active EE | $12,806 | $9,617+33.2% | $9,138+40.1% | $6,396+100.2% |
| Admin fee / account holder | $202 | $18,233-98.9% | $17,268-98.8% | $12,562-98.4% |