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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 | $214,595 | $178,174+20.4% | $156,181+37.4% | $137,256+56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.47% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $16,656 | $4,972+235.0% | $4,294+287.9% | $4,156+300.8% |
| Participant deferral / active EE | $11,195 | $6,888+62.5% | $6,132+82.6% | $6,407+74.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |