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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 | $224,323 | $201,259+11.5% | $184,200+21.8% | $145,959+53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.17% | 28.98%+0.2pp | 28.80%+0.4pp | 561.95%-532.8pp |
| Employer contribution / active EE | $12,244 | $7,018+74.5% | $6,424+90.6% | $4,661+162.7% |
| Participant deferral / active EE | $12,820 | $9,806+30.7% | $9,132+40.4% | $6,689+91.7% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |