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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 | $190,498 | $183,592+3.8% | $155,574+22.4% | $145,877+30.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,860 | $5,317-65.0% | $4,676-60.2% | $4,663-60.1% |
| Participant deferral / active EE | $11,065 | $6,466+71.1% | $5,629+96.6% | $6,691+65.4% |
| Admin fee / account holder | $120 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |