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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 | $108,906 | $165,399-34.2% | $149,745-27.3% | $158,982-31.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 22.17% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.8pp |
| Employer contribution / active EE | $5,492 | $5,105+7.6% | $4,646+18.2% | $4,763+15.3% |
| Participant deferral / active EE | $7,481 | $7,183+4.2% | $6,843+9.3% | $5,983+25.0% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |