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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 | $200,699 | $165,381+21.4% | $149,730+34.0% | $158,966+26.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.90% | 348.29%-339.4pp | 276.70%-267.8pp | 302.95%-294.0pp |
| Employer contribution / active EE | $3,274 | $5,104-35.9% | $4,645-29.5% | $4,762-31.3% |
| Participant deferral / active EE | $13,873 | $7,182+93.1% | $6,843+102.7% | $5,983+131.9% |
| Admin fee / account holder | -$184 | $10,809-101.7% | $9,310-102.0% | $11,250-101.6% |