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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 | $213,555 | $211,239+1.1% | $178,528+19.6% | $145,877+46.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.44% | 30.22%-10.8pp | 27.11%-7.7pp | 551.28%-531.8pp |
| Employer contribution / active EE | $5,450 | $4,570+19.2% | $3,950+37.9% | $4,663+16.9% |
| Participant deferral / active EE | $31,075 | $6,963+346.3% | $6,278+395.0% | $6,691+364.5% |
| Admin fee / account holder | $53 | $12,095-99.6% | $10,419-99.5% | $13,402-99.6% |