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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 | $212,386-13.2% | $199,883-7.7% | $138,895+32.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.93% | 47.75%-28.8pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $15,137 | $6,625+128.5% | $6,261+141.8% | $4,194+260.9% |
| Participant deferral / active EE | $26,841 | $9,617+179.1% | $9,138+193.7% | $6,396+319.6% |
| Admin fee / account holder | $1 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |