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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 | $153,349 | $148,629+3.2% | $135,982+12.8% | $139,487+9.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.13% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $4,837 | $5,247-7.8% | $4,859-0.4% | $4,755+1.7% |
| Participant deferral / active EE | $11,087 | $8,102+36.8% | $7,760+42.9% | $6,713+65.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |