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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 | $187,803 | $169,161+11.0% | $129,295+45.3% | $145,959+28.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.25% | 14348.07%-14332.8pp | 9429.28%-9414.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,376 | $5,543-57.1% | $4,157-42.8% | $4,661-49.0% |
| Participant deferral / active EE | $6,568 | $4,989+31.6% | $4,169+57.5% | $6,689-1.8% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |