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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 | $201,264+13.5% | $184,185+24.1% | $145,978+56.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.82% | 29.00%-18.2pp | 28.81%-18.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $19,373 | $7,021+175.9% | $6,426+201.5% | $4,662+315.6% |
| Participant deferral / active EE | $11,446 | $9,806+16.7% | $9,132+25.3% | $6,690+71.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |