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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 | $58,910 | $148,623-60.4% | $135,974-56.7% | $139,466-57.8% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.51% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,540 | $5,246+5.6% | $4,859+14.0% | $4,754+16.5% |
| Participant deferral / active EE | $10,076 | $8,103+24.3% | $7,760+29.8% | $6,712+50.1% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |