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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 | $167,337 | $129,737+29.0% | $119,126+40.5% | $154,746+8.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.92% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,830 | $4,375-58.2% | $4,034-54.6% | $4,379-58.2% |
| Participant deferral / active EE | $8,655 | $5,842+48.2% | $5,318+62.7% | $6,730+28.6% |
| Admin fee / account holder | $30 | $11,961-99.8% | $10,693-99.7% | $14,365-99.8% |