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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 | $212,667 | $181,062+17.5% | $158,223+34.4% | $155,188+37.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.55% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $8,119 | $4,565+77.9% | $4,109+97.6% | $4,248+91.1% |
| Participant deferral / active EE | $6,103 | $6,134-0.5% | $5,467+11.6% | $6,531-6.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |