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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 | $160,079 | $227,291-29.6% | $214,702-25.4% | $155,188+3.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.84% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,667 | $6,772-60.6% | $6,461-58.7% | $4,248-37.2% |
| Participant deferral / active EE | $17,484 | $9,582+82.5% | $9,147+91.1% | $6,531+167.7% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |