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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 | $199,011 | $178,174+11.7% | $156,181+27.4% | $137,256+45.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.92% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $15,953 | $4,972+220.9% | $4,294+271.5% | $4,156+283.8% |
| Participant deferral / active EE | $10,466 | $6,888+52.0% | $6,132+70.7% | $6,407+63.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |