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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 | $173,959 | $209,336-16.9% | $197,124-11.8% | $137,256+26.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.75% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,226 | $6,591-5.5% | $6,2270% | $4,156+49.8% |
| Participant deferral / active EE | $14,813 | $9,614+54.1% | $9,135+62.2% | $6,407+131.2% |
| Admin fee / account holder | $70 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |