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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 | $156,398+0.9% | $147,318+7.1% | $138,895+13.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.79% | 78.75%-59.0pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $7,639 | $4,853+57.4% | $4,593+66.3% | $4,194+82.1% |
| Participant deferral / active EE | $13,429 | $8,237+63.0% | $7,906+69.8% | $6,396+110.0% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |