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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 | $115,095 | $154,228-25.4% | $145,433-20.9% | $137,256-16.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.58% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $16,689 | $4,804+247.4% | $4,554+266.4% | $4,156+301.6% |
| Participant deferral / active EE | $13,991 | $8,216+70.3% | $7,897+77.2% | $6,407+118.4% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |