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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 | $212,386+10.2% | $199,883+17.1% | $138,895+68.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 16.70% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $13,295 | $6,625+100.7% | $6,261+112.3% | $4,194+217.0% |
| Participant deferral / active EE | $13,935 | $9,617+44.9% | $9,138+52.5% | $6,396+117.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |