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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 | $221,084 | $209,336+5.6% | $197,124+12.2% | $137,256+61.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.94% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $10,910 | $6,591+65.5% | $6,227+75.2% | $4,156+162.5% |
| Participant deferral / active EE | $11,109 | $9,614+15.6% | $9,135+21.6% | $6,407+73.4% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |