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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 | $187,116 | $129,737+44.2% | $119,126+57.1% | $154,746+20.9% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 18.83% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,059 | $4,375-52.9% | $4,034-49.0% | $4,379-53.0% |
| Participant deferral / active EE | $8,205 | $5,842+40.4% | $5,318+54.3% | $6,730+21.9% |
| Admin fee / account holder | $1 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |