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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 | $199,532 | $155,555+28.3% | $146,866+35.9% | $155,188+28.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.10% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,192 | $4,647-74.3% | $4,425-73.1% | $4,248-71.9% |
| Participant deferral / active EE | $16,619 | $8,044+106.6% | $7,759+114.2% | $6,531+154.5% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |