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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 | $146,176 | $178,174-18.0% | $156,181-6.4% | $137,256+6.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.16% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $11,550 | $4,972+132.3% | $4,294+169.0% | $4,156+177.9% |
| Participant deferral / active EE | $12,066 | $6,888+75.2% | $6,132+96.8% | $6,407+88.3% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |