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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 | $241,271 | $176,105+37.0% | $159,474+51.3% | $167,536+44.0% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 15.56% | 331.91%-316.4pp | 263.68%-248.1pp | 478.82%-463.3pp |
| Employer contribution / active EE | $3,258 | $5,299-38.5% | $4,831-32.6% | $4,839-32.7% |
| Participant deferral / active EE | $11,800 | $7,751+52.2% | $7,353+60.5% | $6,342+86.1% |
| Admin fee / account holder | $219 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |