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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 | $192,801 | $169,237+13.9% | $129,339+49.1% | $145,978+32.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.15% | 14364.43%-14351.3pp | 9437.05%-9423.9pp | 550.52%-537.4pp |
| Employer contribution / active EE | $4,654 | $5,540-16.0% | $4,154+12.0% | $4,662-0.2% |
| Participant deferral / active EE | $8,303 | $4,991+66.4% | $4,170+99.1% | $6,690+24.1% |
| Admin fee / account holder | $99 | $9,882-99.0% | $7,668-98.7% | $13,400-99.3% |