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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 | $201,372+14.0% | $184,260+24.6% | $145,884+57.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.10% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $18,575 | $7,024+164.5% | $6,427+189.0% | $4,662+298.4% |
| Participant deferral / active EE | $15,767 | $9,808+60.8% | $9,133+72.6% | $6,690+135.7% |
| Admin fee / account holder | $33 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |