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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 | $166,478 | $139,948+19.0% | $121,663+36.8% | $154,746+7.6% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.5%+16.4pp | 80.7%+10.2pp |
| Annual return | 18.28% | 230.52%-212.2pp | 147.54%-129.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,994 | $3,521-15.0% | $3,020-0.9% | $4,379-31.6% |
| Participant deferral / active EE | $8,604 | $5,629+52.9% | $4,887+76.0% | $6,730+27.8% |
| Admin fee / account holder | $23 | $17,321-99.9% | $14,289-99.8% | $14,365-99.8% |