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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 | $220,546 | $209,336+5.4% | $197,124+11.9% | $137,256+60.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.39% | 48.09%-26.7pp | 44.34%-23.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $7,585 | $6,591+15.1% | $6,227+21.8% | $4,156+82.5% |
| Participant deferral / active EE | $13,156 | $9,614+36.8% | $9,135+44.0% | $6,407+105.3% |
| Admin fee / account holder | $104 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |