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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 | $213,765 | $181,062+18.1% | $158,223+35.1% | $155,188+37.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.31% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.5pp |
| Employer contribution / active EE | $2,278 | $4,565-50.1% | $4,109-44.6% | $4,248-46.4% |
| Participant deferral / active EE | $15,883 | $6,134+158.9% | $5,467+190.5% | $6,531+143.2% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |