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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 | $227,027 | $156,398+45.2% | $147,318+54.1% | $138,895+63.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 17.79% | 78.75%-61.0pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $11,657 | $4,853+140.2% | $4,593+153.8% | $4,194+177.9% |
| Participant deferral / active EE | $8,460 | $8,237+2.7% | $7,906+7.0% | $6,396+32.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |