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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 | $218,251 | $275,752-20.9% | $256,809-15.0% | $198,609+9.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.40% | 34.81%-14.4pp | 32.73%-12.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $19,058 | $7,721+146.8% | $7,263+162.4% | $5,055+277.0% |
| Participant deferral / active EE | $18,615 | $10,037+85.5% | $9,520+95.5% | $6,977+166.8% |
| Admin fee / account holder | $13 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |