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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 | $200,074 | $209,336-4.4% | $197,124+1.5% | $137,256+45.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.65% | 48.09%-36.4pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $18,387 | $6,591+179.0% | $6,227+195.3% | $4,156+342.4% |
| Participant deferral / active EE | $16,030 | $9,614+66.7% | $9,135+75.5% | $6,407+150.2% |
| Admin fee / account holder | $25 | $17,308-99.9% | $16,298-99.8% | $12,270-99.8% |