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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 | $212,386-10.7% | $199,883-5.1% | $138,895+36.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.05% | 47.75%-30.7pp | 43.81%-26.8pp | 145.39%-128.3pp |
| Employer contribution / active EE | $17,905 | $6,625+170.3% | $6,261+186.0% | $4,194+326.9% |
| Participant deferral / active EE | $11,174 | $9,617+16.2% | $9,138+22.3% | $6,396+74.7% |
| Admin fee / account holder | $155 | $18,233-99.1% | $17,268-99.1% | $12,562-98.8% |