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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 | $234,043 | $209,336+11.8% | $197,124+18.7% | $137,256+70.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 16.70% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $13,295 | $6,591+101.7% | $6,227+113.5% | $4,156+219.9% |
| Participant deferral / active EE | $13,935 | $9,614+44.9% | $9,135+52.6% | $6,407+117.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |