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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 | $98,093 | $209,336-53.1% | $197,124-50.2% | $137,256-28.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.35% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $11,898 | $6,591+80.5% | $6,227+91.1% | $4,156+186.3% |
| Participant deferral / active EE | $12,130 | $9,614+26.2% | $9,135+32.8% | $6,407+89.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |