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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 | $216,783 | $209,336+3.6% | $197,124+10.0% | $137,256+57.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.25% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $35,286 | $6,591+435.4% | $6,227+466.6% | $4,156+749.0% |
| Participant deferral / active EE | $19,312 | $9,614+100.9% | $9,135+111.4% | $6,407+201.4% |
| Admin fee / account holder | $192 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |