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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 | $199,936 | $162,136+23.3% | $152,301+31.3% | $154,746+29.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.82% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,255 | $4,890-33.4% | $4,624-29.6% | $4,379-25.7% |
| Participant deferral / active EE | $25,729 | $8,341+208.5% | $8,004+221.5% | $6,730+282.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |