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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 | $133,331 | $212,386-37.2% | $199,883-33.3% | $138,895-4.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.30% | 47.75%-29.5pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $14,824 | $6,625+123.8% | $6,261+136.8% | $4,194+253.4% |
| Participant deferral / active EE | $10,404 | $9,617+8.2% | $9,138+13.8% | $6,396+62.7% |
| Admin fee / account holder | $180 | $18,233-99.0% | $17,268-99.0% | $12,562-98.6% |