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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 | $137,356 | $183,627-25.2% | $155,602-11.7% | $145,978-5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.32%-46.3pp | 64.81%-49.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $6,360 | $5,316+19.6% | $4,675+36.0% | $4,662+36.4% |
| Participant deferral / active EE | $12,150 | $6,466+87.9% | $5,629+115.8% | $6,690+81.6% |
| Admin fee / account holder | $94 | $19,327-99.5% | $15,923-99.4% | $13,400-99.3% |