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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 | $227,291-16.5% | $214,702-11.6% | $155,188+22.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.05% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.8pp |
| Employer contribution / active EE | $17,905 | $6,772+164.4% | $6,461+177.1% | $4,248+321.5% |
| Participant deferral / active EE | $11,174 | $9,582+16.6% | $9,147+22.2% | $6,531+71.1% |
| Admin fee / account holder | $155 | $20,413-99.2% | $19,830-99.2% | $14,480-98.9% |