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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 | $235,864 | $201,370+17.1% | $184,256+28.0% | $145,897+61.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.08% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $23,978 | $7,024+241.4% | $6,427+273.1% | $4,663+414.3% |
| Participant deferral / active EE | $23,678 | $9,808+141.4% | $9,133+159.2% | $6,689+254.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |