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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 | $233,620 | $178,174+31.1% | $156,181+49.6% | $137,256+70.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 17.42% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,200 | $4,972-75.9% | $4,294-72.1% | $4,156-71.1% |
| Participant deferral / active EE | $12,250 | $6,888+77.8% | $6,132+99.8% | $6,407+91.2% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |