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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 | $150,593 | $178,174-15.5% | $156,181-3.6% | $137,256+9.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.69% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $10,000 | $4,972+101.1% | $4,294+132.9% | $4,156+140.6% |
| Participant deferral / active EE | $14,574 | $6,888+111.6% | $6,132+137.7% | $6,407+127.5% |
| Admin fee / account holder | $265 | $17,404-98.5% | $14,586-98.2% | $12,270-97.8% |