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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 | $211,613 | $178,174+18.8% | $156,181+35.5% | $137,256+54.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.33% | 84.19%-63.9pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,642 | $4,972-26.7% | $4,294-15.2% | $4,156-12.4% |
| Participant deferral / active EE | $7,506 | $6,888+9.0% | $6,132+22.4% | $6,407+17.2% |
| Admin fee / account holder | $15 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |