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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 | $213,785-3.0% | $185,441+11.9% | $155,188+33.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.19% | 19.97%-5.8pp | 20.16%-6.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $7,160 | $5,393+32.8% | $4,672+53.2% | $4,248+68.6% |
| Participant deferral / active EE | $23,500 | $6,864+242.4% | $6,152+282.0% | $6,531+259.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |