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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 | $212,386-18.1% | $199,883-13.0% | $138,895+25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.75% | 47.75%-29.0pp | 43.81%-25.1pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,226 | $6,625-6.0% | $6,261-0.6% | $4,194+48.4% |
| Participant deferral / active EE | $14,813 | $9,617+54.0% | $9,138+62.1% | $6,396+131.6% |
| Admin fee / account holder | $70 | $18,233-99.6% | $17,268-99.6% | $12,562-99.4% |