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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 | $163,579 | $197,637-17.2% | $177,848-8.0% | $158,982+2.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.89% | 58.77%-26.9pp | 48.33%-16.4pp | 302.99%-271.1pp |
| Employer contribution / active EE | $13,856 | $6,698+106.9% | $5,919+134.1% | $4,763+190.9% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,983+189.7% |
| Admin fee / account holder | $26 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |