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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 | $184,431 | $209,336-11.9% | $197,124-6.4% | $137,256+34.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.93% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $15,137 | $6,591+129.7% | $6,227+143.1% | $4,156+264.2% |
| Participant deferral / active EE | $26,841 | $9,614+179.2% | $9,135+193.8% | $6,407+318.9% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |