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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 | $148,446 | $81,208+82.8% | $98,916+50.1% | $79,858+85.9% |
| Participation rate | 70.7% | 72.5%-1.8pp | 76.0%-5.4pp | 69.6%+1.0pp |
| Annual return | 24.93% | 60.99%-36.1pp | 196.45%-171.5pp | 31.72%-6.8pp |
| Employer contribution / active EE | $3,032 | $1,960+54.7% | $2,689+12.8% | $2,471+22.7% |
| Participant deferral / active EE | $6,097 | $3,265+86.8% | $4,245+43.6% | $3,740+63.0% |
| Admin fee / account holder | $275 | $6,013-95.4% | $6,642-95.9% | $5,306-94.8% |