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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 | $243,902 | $165,381+47.5% | $149,730+62.9% | $158,966+53.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.20% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.7pp |
| Employer contribution / active EE | $6,172 | $5,104+20.9% | $4,645+32.9% | $4,762+29.6% |
| Participant deferral / active EE | $14,363 | $7,182+100.0% | $6,843+109.9% | $5,983+140.1% |
| Admin fee / account holder | $207 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |