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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 | $169,740 | $209,336-18.9% | $197,124-13.9% | $137,256+23.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.70% | 48.09%-23.4pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $14,473 | $6,591+119.6% | $6,227+132.4% | $4,156+248.2% |
| Participant deferral / active EE | $11,790 | $9,614+22.6% | $9,135+29.1% | $6,407+84.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |