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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 | $158,451 | $154,228+2.7% | $145,433+9.0% | $137,256+15.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.80% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $16,174 | $4,804+236.7% | $4,554+255.1% | $4,156+289.2% |
| Participant deferral / active EE | $19,000 | $8,216+131.2% | $7,897+140.6% | $6,407+196.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |