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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 | $116,176 | $174,379-33.4% | $152,093-23.6% | $138,895-16.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.28% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $18,660 | $4,652+301.1% | $4,175+347.0% | $4,194+344.9% |
| Participant deferral / active EE | $12,447 | $6,159+102.1% | $5,451+128.3% | $6,396+94.6% |
| Admin fee / account holder | $14 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |