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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 | $138,555 | $156,398-11.4% | $147,318-5.9% | $138,895-0.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.93% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $11,264 | $4,853+132.1% | $4,593+145.2% | $4,194+168.5% |
| Participant deferral / active EE | $23,137 | $8,237+180.9% | $7,906+192.6% | $6,396+261.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |