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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 | $205,576 | $183,539+12.0% | $155,556+32.2% | $145,897+40.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.30% | 61.31%-43.0pp | 64.84%-46.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,757 | $5,315-48.1% | $4,675-41.0% | $4,663-40.9% |
| Participant deferral / active EE | $7,028 | $6,467+8.7% | $5,631+24.8% | $6,689+5.1% |
| Admin fee / account holder | $13 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |