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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 | $185,715 | $154,228+20.4% | $145,433+27.7% | $137,256+35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,495 | $4,804-68.9% | $4,554-67.2% | $4,156-64.0% |
| Participant deferral / active EE | $15,694 | $8,216+91.0% | $7,897+98.7% | $6,407+145.0% |
| Admin fee / account holder | $266 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |