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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 | $249,885 | $201,372+24.1% | $184,260+35.6% | $145,884+71.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.11% | 29.04%-9.9pp | 28.84%-9.7pp | 551.85%-532.7pp |
| Employer contribution / active EE | $18,094 | $7,024+157.6% | $6,427+181.5% | $4,662+288.1% |
| Participant deferral / active EE | $16,969 | $9,808+73.0% | $9,133+85.8% | $6,690+153.7% |
| Admin fee / account holder | $77 | $16,362-99.5% | $13,898-99.4% | $13,392-99.4% |