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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 | $208,080 | $154,228+34.9% | $145,433+43.1% | $137,256+51.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.70% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,975 | $4,804+24.4% | $4,554+31.2% | $4,156+43.8% |
| Participant deferral / active EE | $19,667 | $8,216+139.4% | $7,897+149.0% | $6,407+207.0% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |