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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 | $154,636 | $185,883-16.8% | $170,043-9.1% | $139,466+10.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.62% | 60.54%-38.9pp | 53.40%-31.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $11,409 | $7,596+50.2% | $6,790+68.0% | $4,754+140.0% |
| Participant deferral / active EE | $11,398 | $11,626-2.0% | $10,410+9.5% | $6,712+69.8% |
| Admin fee / account holder | $11 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |