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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 | $233,490 | $182,442+28.0% | $163,379+42.9% | $138,895+68.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.24% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $23,327 | $4,159+460.8% | $3,752+521.7% | $4,194+456.2% |
| Participant deferral / active EE | $18,604 | $6,817+172.9% | $6,282+196.2% | $6,396+190.9% |
| Admin fee / account holder | $14 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |