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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 | $201,264+5.8% | $184,185+15.7% | $145,978+45.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.82% | 29.00%-18.2pp | 28.81%-18.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $7,224 | $7,021+2.9% | $6,426+12.4% | $4,662+55.0% |
| Participant deferral / active EE | $20,563 | $9,806+109.7% | $9,132+125.2% | $6,690+207.4% |
| Admin fee / account holder | $6 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |