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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 | $201,372+2.8% | $184,260+12.3% | $145,884+41.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.85% | 29.04%-6.2pp | 28.84%-6.0pp | 551.85%-529.0pp |
| Employer contribution / active EE | $9,631 | $7,024+37.1% | $6,427+49.8% | $4,662+106.6% |
| Participant deferral / active EE | $17,570 | $9,808+79.2% | $9,133+92.4% | $6,690+162.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |