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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 | $212,386-20.1% | $199,883-15.1% | $138,895+22.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.70% | 47.75%-23.0pp | 43.81%-19.1pp | 145.39%-120.7pp |
| Employer contribution / active EE | $14,473 | $6,625+118.5% | $6,261+131.1% | $4,194+245.1% |
| Participant deferral / active EE | $11,790 | $9,617+22.6% | $9,138+29.0% | $6,396+84.3% |
| Admin fee / account holder | $20 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |