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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 | $225,814 | $154,228+46.4% | $145,433+55.3% | $137,256+64.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.21% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,671 | $4,804+18.1% | $4,554+24.5% | $4,156+36.5% |
| Participant deferral / active EE | $16,091 | $8,216+95.8% | $7,897+103.8% | $6,407+151.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |