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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 | $190,111 | $227,291-16.4% | $214,702-11.5% | $155,188+22.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 14.87% | 60.08%-45.2pp | 54.55%-39.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $14,936 | $6,772+120.6% | $6,461+131.2% | $4,248+251.6% |
| Participant deferral / active EE | $10,061 | $9,582+5.0% | $9,147+10.0% | $6,531+54.0% |
| Admin fee / account holder | $34 | $20,413-99.8% | $19,830-99.8% | $14,480-99.8% |