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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 | $237,106 | $209,336+13.3% | $197,124+20.3% | $137,256+72.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.78% | 48.09%-16.3pp | 44.34%-12.6pp | 220.34%-188.6pp |
| Employer contribution / active EE | $11,174 | $6,591+69.5% | $6,227+79.4% | $4,156+168.9% |
| Participant deferral / active EE | $15,500 | $9,614+61.2% | $9,135+69.7% | $6,407+141.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |