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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 | $244,157 | $209,336+16.6% | $197,124+23.9% | $137,256+77.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.32% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,453 | $6,591-62.8% | $6,227-60.6% | $4,156-41.0% |
| Participant deferral / active EE | $6,377 | $9,614-33.7% | $9,135-30.2% | $6,407-0.5% |
| Admin fee / account holder | $16 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |