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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 | $222,723 | $156,398+42.4% | $147,318+51.2% | $138,895+60.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.09% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $10,265 | $4,853+111.5% | $4,593+123.5% | $4,194+144.7% |
| Participant deferral / active EE | $12,864 | $8,237+56.2% | $7,906+62.7% | $6,396+101.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |