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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 | $155,318 | $156,398-0.7% | $147,318+5.4% | $138,895+11.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 32.25% | 78.75%-46.5pp | 70.43%-38.2pp | 145.39%-113.1pp |
| Employer contribution / active EE | $6,000 | $4,853+23.6% | $4,593+30.6% | $4,194+43.1% |
| Participant deferral / active EE | $70,000 | $8,237+749.8% | $7,906+785.4% | $6,396+994.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |