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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 | $177,597 | $156,398+13.6% | $147,318+20.6% | $138,895+27.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.87% | 78.75%-47.9pp | 70.43%-39.6pp | 145.39%-114.5pp |
| Employer contribution / active EE | $16,492 | $4,853+239.8% | $4,593+259.1% | $4,194+293.2% |
| Participant deferral / active EE | $23,656 | $8,237+187.2% | $7,906+199.2% | $6,396+269.8% |
| Admin fee / account holder | $158 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |