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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 | $201,878 | $154,228+30.9% | $145,433+38.8% | $137,256+47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.11% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,294 | $4,804-31.4% | $4,554-27.7% | $4,156-20.7% |
| Participant deferral / active EE | $5,898 | $8,216-28.2% | $7,897-25.3% | $6,407-7.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |