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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 | $217,236 | $165,381+31.4% | $149,730+45.1% | $158,966+36.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 13.66% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,342 | $5,104-54.1% | $4,645-49.6% | $4,762-50.8% |
| Participant deferral / active EE | $5,989 | $7,182-16.6% | $6,843-12.5% | $5,983+0.1% |
| Admin fee / account holder | $143 | $10,809-98.7% | $9,310-98.5% | $11,250-98.7% |