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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 | $189,800 | $209,422-9.4% | $178,503+6.3% | $158,982+19.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.98% | 188.81%-163.8pp | 151.12%-126.1pp | 302.99%-278.0pp |
| Employer contribution / active EE | $8,286 | $5,707+45.2% | $5,011+65.3% | $4,763+74.0% |
| Participant deferral / active EE | $5,139 | $5,955-13.7% | $5,202-1.2% | $5,983-14.1% |
| Admin fee / account holder | $8 | $17,079-100.0% | $13,987-99.9% | $11,252-99.9% |