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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 | $239,548 | $228,352+4.9% | $185,835+28.9% | $158,966+50.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 59.33% | 40.81%+18.5pp | 35.96%+23.4pp | 302.95%-243.6pp |
| Employer contribution / active EE | $17,185 | $4,967+246.0% | $4,087+320.4% | $4,762+260.8% |
| Participant deferral / active EE | $19,349 | $6,416+201.6% | $5,633+243.5% | $5,983+223.4% |
| Admin fee / account holder | $15 | $11,867-99.9% | $9,502-99.8% | $11,250-99.9% |