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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 | $211,531 | $199,109+6.2% | $173,730+21.8% | $154,746+36.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.28% | 20.02%-3.7pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $12,870 | $5,311+142.3% | $4,577+181.2% | $4,379+193.9% |
| Participant deferral / active EE | $6,594 | $7,113-7.3% | $6,326+4.2% | $6,730-2.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |