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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 | $185,620 | $154,228+20.4% | $145,433+27.6% | $137,256+35.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.20% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,723 | $4,804-43.3% | $4,554-40.2% | $4,156-34.5% |
| Participant deferral / active EE | $7,200 | $8,216-12.4% | $7,897-8.8% | $6,407+12.4% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |