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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 | $193,374 | $174,379+10.9% | $152,093+27.1% | $138,895+39.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.72% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,332 | $4,652-49.9% | $4,175-44.1% | $4,194-44.4% |
| Participant deferral / active EE | $14,231 | $6,159+131.1% | $5,451+161.1% | $6,396+122.5% |
| Admin fee / account holder | $44 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |