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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 | $206,996 | $201,264+2.8% | $184,185+12.4% | $145,978+41.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.85% | 29.00%-6.2pp | 28.81%-6.0pp | 550.52%-527.7pp |
| Employer contribution / active EE | $9,631 | $7,021+37.2% | $6,426+49.9% | $4,662+106.6% |
| Participant deferral / active EE | $17,570 | $9,806+79.2% | $9,132+92.4% | $6,690+162.7% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |