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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 | $216,783 | $227,291-4.6% | $214,702+1.0% | $155,188+39.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.25% | 60.08%-37.8pp | 54.55%-32.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $35,286 | $6,772+421.1% | $6,461+446.2% | $4,248+730.7% |
| Participant deferral / active EE | $19,312 | $9,582+101.5% | $9,147+111.1% | $6,531+195.7% |
| Admin fee / account holder | $192 | $20,413-99.1% | $19,830-99.0% | $14,480-98.7% |