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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 | $138,603 | $154,228-10.1% | $145,433-4.7% | $137,256+1.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.85% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $17,160 | $4,804+257.2% | $4,554+276.8% | $4,156+312.9% |
| Participant deferral / active EE | $11,113 | $8,216+35.3% | $7,897+40.7% | $6,407+73.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |