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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 | $216,250 | $209,336+3.3% | $197,124+9.7% | $137,256+57.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.92% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,054 | $6,591-68.8% | $6,227-67.0% | $4,156-50.6% |
| Participant deferral / active EE | $13,913 | $9,614+44.7% | $9,135+52.3% | $6,407+117.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |