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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 | $228,509 | $201,344+13.5% | $184,243+24.0% | $145,877+56.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.82% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $19,373 | $7,022+175.9% | $6,427+201.4% | $4,663+315.5% |
| Participant deferral / active EE | $11,446 | $9,807+16.7% | $9,132+25.3% | $6,691+71.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |