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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 | $201,344+11.4% | $184,243+21.8% | $145,877+53.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.17% | 29.01%+0.2pp | 28.82%+0.4pp | 551.28%-522.1pp |
| Employer contribution / active EE | $12,244 | $7,022+74.3% | $6,427+90.5% | $4,663+162.6% |
| Participant deferral / active EE | $12,820 | $9,807+30.7% | $9,132+40.4% | $6,691+91.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |