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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 | $210,244 | $208,088+1.0% | $186,193+12.9% | $154,746+35.9% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 35.43% | 89.97%-54.5pp | 78.03%-42.6pp | 172.34%-136.9pp |
| Employer contribution / active EE | $3,428 | $4,340-21.0% | $3,918-12.5% | $4,379-21.7% |
| Participant deferral / active EE | $4,239 | $7,078-40.1% | $6,513-34.9% | $6,730-37.0% |
| Admin fee / account holder | $40 | $11,698-99.7% | $11,058-99.6% | $14,365-99.7% |