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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 | $201,370+21.6% | $184,256+32.9% | $145,897+67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $17,433 | $7,024+148.2% | $6,427+171.2% | $4,663+273.9% |
| Participant deferral / active EE | $13,045 | $9,808+33.0% | $9,133+42.8% | $6,689+95.0% |
| Admin fee / account holder | $32 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |