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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 | $236,530 | $209,336+13.0% | $197,124+20.0% | $137,256+72.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.40% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,156 | $6,591-52.1% | $6,227-49.3% | $4,156-24.1% |
| Participant deferral / active EE | $18,517 | $9,614+92.6% | $9,135+102.7% | $6,407+189.0% |
| Admin fee / account holder | $54 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |