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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 | $149,209 | $209,336-28.7% | $197,124-24.3% | $137,256+8.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.13% | 48.09%-29.0pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $7,679 | $6,591+16.5% | $6,227+23.3% | $4,156+84.8% |
| Participant deferral / active EE | $7,793 | $9,614-18.9% | $9,135-14.7% | $6,407+21.6% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |