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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 | $244,865 | $201,259+21.7% | $184,200+32.9% | $145,959+67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $17,433 | $7,018+148.4% | $6,424+171.4% | $4,661+274.0% |
| Participant deferral / active EE | $13,045 | $9,806+33.0% | $9,132+42.8% | $6,689+95.0% |
| Admin fee / account holder | $32 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |