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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 | $181,841 | $212,386-14.4% | $199,883-9.0% | $138,895+30.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.43% | 47.75%-25.3pp | 43.81%-21.4pp | 145.39%-123.0pp |
| Employer contribution / active EE | $21,597 | $6,625+226.0% | $6,261+244.9% | $4,194+414.9% |
| Participant deferral / active EE | $17,898 | $9,617+86.1% | $9,138+95.8% | $6,396+179.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |