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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 | $177,888 | $154,228+15.3% | $145,433+22.3% | $137,256+29.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $32,205 | $4,804+570.4% | $4,554+607.1% | $4,156+674.9% |
| Participant deferral / active EE | $20,800 | $8,216+153.2% | $7,897+163.4% | $6,407+224.7% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |