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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 | $217,214 | $181,062+20.0% | $158,223+37.3% | $155,188+40.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 12.67% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,372 | $4,565-48.0% | $4,109-42.3% | $4,248-44.2% |
| Participant deferral / active EE | $7,913 | $6,134+29.0% | $5,467+44.8% | $6,531+21.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |