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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 | $184,014+15.0% | $161,149+31.3% | $138,895+52.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.28% | 21.52%-5.2pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,870 | $5,055+154.6% | $4,360+195.2% | $4,194+206.9% |
| Participant deferral / active EE | $6,594 | $6,909-4.6% | $6,153+7.2% | $6,396+3.1% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |