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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 | $209,126 | $184,014+13.6% | $161,149+29.8% | $138,895+50.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.86% | 21.52%-4.7pp | 21.16%-4.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $14,828 | $5,055+193.3% | $4,360+240.1% | $4,194+253.5% |
| Participant deferral / active EE | $36,999 | $6,909+435.5% | $6,153+501.3% | $6,396+478.4% |
| Admin fee / account holder | $1 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |