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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 | $166,534 | $148,623+12.1% | $135,974+22.5% | $139,466+19.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.09% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,204 | $5,246-77.1% | $4,859-75.2% | $4,754-74.7% |
| Participant deferral / active EE | $7,238 | $8,103-10.7% | $7,760-6.7% | $6,712+7.8% |
| Admin fee / account holder | $43 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |