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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 | $223,990 | $172,111+30.1% | $150,298+49.0% | $137,256+63.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.64% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,560 | $4,636+19.9% | $4,154+33.8% | $4,156+33.8% |
| Participant deferral / active EE | $16,312 | $6,166+164.6% | $5,453+199.2% | $6,407+154.6% |
| Admin fee / account holder | $58 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |