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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 | $200,637 | $168,635+19.0% | $147,617+35.9% | $125,389+60.0% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.74% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,364 | $6,252-62.2% | $5,564-57.5% | $4,866-51.4% |
| Participant deferral / active EE | $8,165 | $5,507+48.3% | $4,895+66.8% | $5,352+52.6% |
| Admin fee / account holder | $199 | $13,580-98.5% | $11,612-98.3% | $9,541-97.9% |