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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 | $214,199 | $148,623+44.1% | $135,974+57.5% | $139,466+53.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.46% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,813 | $5,246-46.4% | $4,859-42.1% | $4,754-40.8% |
| Participant deferral / active EE | $12,317 | $8,103+52.0% | $7,760+58.7% | $6,712+83.5% |
| Admin fee / account holder | $189 | $12,406-98.5% | $10,767-98.2% | $11,409-98.3% |