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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 | $213,034 | $201,372+5.8% | $184,260+15.6% | $145,884+46.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.82% | 29.04%-18.2pp | 28.84%-18.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $7,224 | $7,024+2.9% | $6,427+12.4% | $4,662+54.9% |
| Participant deferral / active EE | $20,563 | $9,808+109.7% | $9,133+125.1% | $6,690+207.4% |
| Admin fee / account holder | $6 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |