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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 | $208,585 | $172,111+21.2% | $150,298+38.8% | $137,256+52.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.67% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $8,437 | $4,636+82.0% | $4,154+103.1% | $4,156+103.0% |
| Participant deferral / active EE | $17,333 | $6,166+181.1% | $5,453+217.9% | $6,407+170.5% |
| Admin fee / account holder | $137 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |