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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 | $199,513 | $172,111+15.9% | $150,298+32.7% | $137,256+45.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.34% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $10,236 | $4,636+120.8% | $4,154+146.4% | $4,156+146.3% |
| Participant deferral / active EE | $10,568 | $6,166+71.4% | $5,453+93.8% | $6,407+65.0% |
| Admin fee / account holder | $175 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |