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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 | $170,781 | $212,386-19.6% | $199,883-14.6% | $138,895+23.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.10% | 47.75%-33.7pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $6,667 | $6,625+0.6% | $6,261+6.5% | $4,194+59.0% |
| Participant deferral / active EE | $18,008 | $9,617+87.2% | $9,138+97.1% | $6,396+181.5% |
| Admin fee / account holder | $63 | $18,233-99.7% | $17,268-99.6% | $12,562-99.5% |