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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 | $189,762 | $209,336-9.4% | $197,124-3.7% | $137,256+38.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.05% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $17,905 | $6,591+171.7% | $6,227+187.5% | $4,156+330.8% |
| Participant deferral / active EE | $11,174 | $9,614+16.2% | $9,135+22.3% | $6,407+74.4% |
| Admin fee / account holder | $155 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |