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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 | $215,234 | $157,304+36.8% | $141,197+52.4% | $152,909+40.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 22.51% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,345 | $5,263-36.4% | $4,736-29.4% | $4,764-29.8% |
| Participant deferral / active EE | $9,582 | $7,111+34.8% | $6,710+42.8% | $5,851+63.8% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |