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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 | $202,531 | $172,111+17.7% | $150,298+34.8% | $137,256+47.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.45% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $12,963 | $4,636+179.6% | $4,154+212.0% | $4,156+211.9% |
| Participant deferral / active EE | $13,097 | $6,166+112.4% | $5,453+140.2% | $6,407+104.4% |
| Admin fee / account holder | $13 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |