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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 | $215,584 | $185,856+16.0% | $170,028+26.8% | $139,456+54.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.00% | 60.52%-45.5pp | 53.39%-38.4pp | 373.45%-358.4pp |
| Employer contribution / active EE | $3,496 | $7,593-54.0% | $6,788-48.5% | $4,753-26.5% |
| Participant deferral / active EE | $9,080 | $11,623-21.9% | $10,409-12.8% | $6,711+35.3% |
| Admin fee / account holder | $3 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |