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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 | $188,279 | $197,625-4.7% | $177,840+5.9% | $158,966+18.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 16.22% | 58.76%-42.5pp | 48.32%-32.1pp | 302.95%-286.7pp |
| Employer contribution / active EE | $23,081 | $6,698+244.6% | $5,919+290.0% | $4,762+384.6% |
| Participant deferral / active EE | $14,212 | $8,405+69.1% | $7,714+84.2% | $5,983+137.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |