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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 | $199,982 | $212,386-5.8% | $199,8830% | $138,895+44.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.90% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $5,886 | $6,625-11.1% | $6,261-6.0% | $4,194+40.3% |
| Participant deferral / active EE | $14,871 | $9,617+54.6% | $9,138+62.7% | $6,396+132.5% |
| Admin fee / account holder | $141 | $18,233-99.2% | $17,268-99.2% | $12,562-98.9% |