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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 | $201,344+17.1% | $184,243+28.0% | $145,877+61.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.08% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $23,978 | $7,022+241.4% | $6,427+273.1% | $4,663+414.2% |
| Participant deferral / active EE | $23,678 | $9,807+141.4% | $9,132+159.3% | $6,691+253.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |