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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 | $201,949 | $154,228+30.9% | $145,433+38.9% | $137,256+47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.47% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $7,453 | $4,804+55.1% | $4,554+63.6% | $4,156+79.3% |
| Participant deferral / active EE | $7,685 | $8,216-6.5% | $7,897-2.7% | $6,407+20.0% |
| Admin fee / account holder | $185 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |