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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 | $221,360 | $156,398+41.5% | $147,318+50.3% | $138,895+59.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.69% | 78.75%-60.1pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $13,596 | $4,853+180.1% | $4,593+196.0% | $4,194+224.2% |
| Participant deferral / active EE | $21,470 | $8,237+160.6% | $7,906+171.6% | $6,396+235.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |