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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 | $128,392 | $223,823-42.6% | $211,142-39.2% | $154,746-17.0% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 18.65% | 50.39%-31.7pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $10,799 | $6,787+59.1% | $6,442+67.6% | $4,379+146.6% |
| Participant deferral / active EE | $14,712 | $9,750+50.9% | $9,284+58.5% | $6,730+118.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |