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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 | $157,826 | $154,228+2.3% | $145,433+8.5% | $137,256+15.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,639 | $4,804+59.0% | $4,554+67.7% | $4,156+83.8% |
| Participant deferral / active EE | $13,429 | $8,216+63.4% | $7,897+70.0% | $6,407+109.6% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |