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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 | $241,273 | $227,291+6.2% | $214,702+12.4% | $155,188+55.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.00% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $18,540 | $6,772+173.8% | $6,461+187.0% | $4,248+336.5% |
| Participant deferral / active EE | $12,806 | $9,582+33.6% | $9,147+40.0% | $6,531+96.1% |
| Admin fee / account holder | $202 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |