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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 | $210,124 | $174,379+20.5% | $152,093+38.2% | $138,895+51.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.47% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,546 | $4,652-45.3% | $4,175-39.0% | $4,194-39.3% |
| Participant deferral / active EE | $10,165 | $6,159+65.0% | $5,451+86.5% | $6,396+58.9% |
| Admin fee / account holder | -$153 | $16,880-100.9% | $14,497-101.1% | $12,562-101.2% |