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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 | $221,084 | $227,291-2.7% | $214,702+3.0% | $155,188+42.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.94% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $10,910 | $6,772+61.1% | $6,461+68.9% | $4,248+156.8% |
| Participant deferral / active EE | $11,109 | $9,582+15.9% | $9,147+21.5% | $6,531+70.1% |
| Admin fee / account holder | $20 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |