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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 | $204,442 | $172,111+18.8% | $150,298+36.0% | $137,256+48.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.75% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $11,785 | $4,636+154.2% | $4,154+183.7% | $4,156+183.6% |
| Participant deferral / active EE | $12,333 | $6,166+100.0% | $5,453+126.2% | $6,407+92.5% |
| Admin fee / account holder | $50 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |