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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 | $235,182 | $183,592+28.1% | $155,574+51.2% | $145,877+61.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.84% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,234 | $5,317-58.0% | $4,676-52.2% | $4,663-52.1% |
| Participant deferral / active EE | $4,495 | $6,466-30.5% | $5,629-20.2% | $6,691-32.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |