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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 | $117,886 | $156,398-24.6% | $147,318-20.0% | $138,895-15.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.40% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $11,452 | $4,853+136.0% | $4,593+149.3% | $4,194+173.0% |
| Participant deferral / active EE | $13,359 | $8,237+62.2% | $7,906+69.0% | $6,396+108.9% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |