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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 | $223,562 | $197,603+13.1% | $177,827+25.7% | $158,950+40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.70% | 58.76%-34.1pp | 48.32%-23.6pp | 302.91%-278.2pp |
| Employer contribution / active EE | $6,779 | $6,698+1.2% | $5,918+14.5% | $4,762+42.4% |
| Participant deferral / active EE | $20,188 | $8,404+140.2% | $7,713+161.7% | $5,983+237.4% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |