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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 | $215,376 | $154,228+39.6% | $145,433+48.1% | $137,256+56.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.36% | 74.59%-49.2pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $8,663 | $4,804+80.3% | $4,554+90.2% | $4,156+108.5% |
| Participant deferral / active EE | $20,894 | $8,216+154.3% | $7,897+164.6% | $6,407+226.1% |
| Admin fee / account holder | $118 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |