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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 | $218,838 | $157,296+39.1% | $141,191+55.0% | $152,897+43.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $4,955 | $5,262-5.8% | $4,736+4.6% | $4,764+4.0% |
| Participant deferral / active EE | $8,521 | $7,111+19.8% | $6,710+27.0% | $5,851+45.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |