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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 | $221,049 | $223,823-1.2% | $211,142+4.7% | $154,746+42.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.19% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $20,777 | $6,787+206.1% | $6,442+222.5% | $4,379+374.5% |
| Participant deferral / active EE | $17,340 | $9,750+77.8% | $9,284+86.8% | $6,730+157.6% |
| Admin fee / account holder | $66 | $19,707-99.7% | $19,076-99.7% | $14,365-99.5% |