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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 | $209,409 | $212,386-1.4% | $199,883+4.8% | $138,895+50.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.00% | 47.75%-25.7pp | 43.81%-21.8pp | 145.39%-123.4pp |
| Employer contribution / active EE | $25,602 | $6,625+286.5% | $6,261+308.9% | $4,194+510.4% |
| Participant deferral / active EE | $19,679 | $9,617+104.6% | $9,138+115.3% | $6,396+207.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |