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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 | $239,822 | $154,228+55.5% | $145,433+64.9% | $137,256+74.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.39% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $31,968 | $4,804+565.4% | $4,554+601.9% | $4,156+669.2% |
| Participant deferral / active EE | $13,175 | $8,216+60.3% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $129 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |