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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 | $235,452 | $211,105+11.5% | $178,449+31.9% | $145,978+61.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.93% | 30.19%-9.3pp | 27.09%-6.2pp | 550.52%-529.6pp |
| Employer contribution / active EE | $19,277 | $4,569+322.0% | $3,951+387.9% | $4,662+313.5% |
| Participant deferral / active EE | $20,000 | $6,959+187.4% | $6,277+218.6% | $6,690+199.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |