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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 | $206,755 | $201,370+2.7% | $184,256+12.2% | $145,897+41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.28% | 29.05%-10.8pp | 28.85%-10.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $12,856 | $7,024+83.0% | $6,427+100.0% | $4,663+175.7% |
| Participant deferral / active EE | $9,885 | $9,808+0.8% | $9,133+8.2% | $6,689+47.8% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |