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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 | $170,028 | $154,228+10.2% | $145,433+16.9% | $137,256+23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.45% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $18,925 | $4,804+294.0% | $4,554+315.5% | $4,156+355.4% |
| Participant deferral / active EE | $15,123 | $8,216+84.1% | $7,897+91.5% | $6,407+136.1% |
| Admin fee / account holder | $189 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |