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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 | $195,676 | $201,370-2.8% | $184,256+6.2% | $145,897+34.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.05%-14.4pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $28,228 | $7,024+301.9% | $6,427+339.2% | $4,663+505.4% |
| Participant deferral / active EE | $23,712 | $9,808+141.8% | $9,133+159.6% | $6,689+254.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |