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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 | $229,562 | $201,259+14.1% | $184,200+24.6% | $145,959+57.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.10% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $18,575 | $7,018+164.7% | $6,424+189.1% | $4,661+298.5% |
| Participant deferral / active EE | $15,767 | $9,806+60.8% | $9,132+72.7% | $6,689+135.7% |
| Admin fee / account holder | $33 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |