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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 | $233,964 | $209,336+11.8% | $197,124+18.7% | $137,256+70.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.28% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $9,347 | $6,591+41.8% | $6,227+50.1% | $4,156+124.9% |
| Participant deferral / active EE | $22,807 | $9,614+137.2% | $9,135+149.7% | $6,407+256.0% |
| Admin fee / account holder | $229 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |