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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 | $221,248 | $211,239+4.7% | $178,528+23.9% | $145,877+51.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.09% | 30.22%-16.1pp | 27.11%-13.0pp | 551.28%-537.2pp |
| Employer contribution / active EE | $13,632 | $4,570+198.3% | $3,950+245.1% | $4,663+192.3% |
| Participant deferral / active EE | $15,250 | $6,963+119.0% | $6,278+142.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |