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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 | $205,531 | $174,379+17.9% | $152,093+35.1% | $138,895+48.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.99% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $3,261 | $4,652-29.9% | $4,175-21.9% | $4,194-22.3% |
| Participant deferral / active EE | $22,987 | $6,159+273.2% | $5,451+321.7% | $6,396+259.4% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |