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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 | $193,797 | $148,623+30.4% | $135,974+42.5% | $139,466+39.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.33% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,258 | $5,246-57.0% | $4,859-53.5% | $4,754-52.5% |
| Participant deferral / active EE | $10,377 | $8,103+28.1% | $7,760+33.7% | $6,712+54.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |