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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 | $223,823-24.2% | $211,142-19.6% | $154,746+9.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.70% | 50.39%-25.7pp | 46.84%-22.1pp | 172.34%-147.6pp |
| Employer contribution / active EE | $14,473 | $6,787+113.3% | $6,442+124.7% | $4,379+230.5% |
| Participant deferral / active EE | $11,790 | $9,750+20.9% | $9,284+27.0% | $6,730+75.2% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |