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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 | $183,516+3.8% | $155,534+22.5% | $145,884+30.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,860 | $5,315-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $11,065 | $6,467+71.1% | $5,630+96.5% | $6,690+65.4% |
| Admin fee / account holder | $120 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |