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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 | $186,066 | $201,372-7.6% | $184,260+1.0% | $145,884+27.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $12,397 | $7,024+76.5% | $6,427+92.9% | $4,662+165.9% |
| Participant deferral / active EE | $10,914 | $9,808+11.3% | $9,133+19.5% | $6,690+63.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |