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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 | $204,617 | $154,228+32.7% | $145,433+40.7% | $137,256+49.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.22% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,800 | $4,804-0.1% | $4,554+5.4% | $4,156+15.5% |
| Participant deferral / active EE | $34,000 | $8,216+313.8% | $7,897+330.5% | $6,407+430.7% |
| Admin fee / account holder | $233 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |