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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 | $186,093 | $172,111+8.1% | $150,298+23.8% | $137,256+35.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.71% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,593 | $4,636-44.1% | $4,154-37.6% | $4,156-37.6% |
| Participant deferral / active EE | $8,857 | $6,166+43.7% | $5,453+62.4% | $6,407+38.2% |
| Admin fee / account holder | $28 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |