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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 | $156,370 | $212,386-26.4% | $199,883-21.8% | $138,895+12.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.87% | 47.75%-30.9pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $11,927 | $6,625+80.0% | $6,261+90.5% | $4,194+184.4% |
| Participant deferral / active EE | $15,541 | $9,617+61.6% | $9,138+70.1% | $6,396+143.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |