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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 | $242,758 | $178,174+36.2% | $156,181+55.4% | $137,256+76.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.61% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $18,846 | $4,972+279.1% | $4,294+338.9% | $4,156+353.5% |
| Participant deferral / active EE | $13,079 | $6,888+89.9% | $6,132+113.3% | $6,407+104.1% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |