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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 | $185,312+7.7% | $161,489+23.5% | $154,746+28.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.34% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $10,236 | $4,769+114.6% | $4,268+139.8% | $4,379+133.8% |
| Participant deferral / active EE | $10,568 | $6,350+66.4% | $5,630+87.7% | $6,730+57.0% |
| Admin fee / account holder | $175 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |