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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 | $240,045 | $165,381+45.1% | $149,730+60.3% | $158,966+51.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.08% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $3,476 | $5,104-31.9% | $4,645-25.2% | $4,762-27.0% |
| Participant deferral / active EE | $10,401 | $7,182+44.8% | $6,843+52.0% | $5,983+73.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |