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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 | $193,098 | $174,379+10.7% | $152,093+27.0% | $138,895+39.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.15% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $7,207 | $4,652+54.9% | $4,175+72.6% | $4,194+71.8% |
| Participant deferral / active EE | $6,370 | $6,159+3.4% | $5,451+16.9% | $6,396-0.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |