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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 | $144,578 | $108,922+32.7% | $100,398+44.0% | $145,978-1.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.36% | 58.04%-41.7pp | 49.32%-33.0pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,701 | $4,426-16.4% | $3,946-6.2% | $4,662-20.6% |
| Participant deferral / active EE | $8,092 | $8,450-4.2% | $8,084+0.1% | $6,690+21.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |