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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 | $223,823-2.5% | $211,142+3.4% | $154,746+41.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.40% | 50.39%-30.0pp | 46.84%-26.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $19,058 | $6,787+180.8% | $6,442+195.8% | $4,379+335.2% |
| Participant deferral / active EE | $18,615 | $9,750+90.9% | $9,284+100.5% | $6,730+176.6% |
| Admin fee / account holder | $13 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |