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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 | $207,437 | $199,109+4.2% | $173,730+19.4% | $154,746+34.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.19% | 20.02%-5.8pp | 19.96%-5.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $7,160 | $5,311+34.8% | $4,577+56.4% | $4,379+63.5% |
| Participant deferral / active EE | $23,500 | $7,113+230.4% | $6,326+271.5% | $6,730+249.2% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |