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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 | $162,152 | $172,111-5.8% | $150,298+7.9% | $137,256+18.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.21% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $9,207 | $4,636+98.6% | $4,154+121.6% | $4,156+121.5% |
| Participant deferral / active EE | $9,776 | $6,166+58.6% | $5,453+79.3% | $6,407+52.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |