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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 | $225,791 | $228,352-1.1% | $185,827+21.5% | $158,950+42.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.94% | 40.81%-26.9pp | 35.96%-22.0pp | 302.91%-289.0pp |
| Employer contribution / active EE | $9,143 | $4,967+84.1% | $4,087+123.7% | $4,762+92.0% |
| Participant deferral / active EE | $13,233 | $6,416+106.2% | $5,633+134.9% | $5,983+121.2% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |