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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 | $177,858 | $165,381+7.5% | $149,730+18.8% | $158,966+11.9% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 26.66% | 348.29%-321.6pp | 276.70%-250.0pp | 302.95%-276.3pp |
| Employer contribution / active EE | $2,910 | $5,104-43.0% | $4,645-37.4% | $4,762-38.9% |
| Participant deferral / active EE | $5,888 | $7,182-18.0% | $6,843-14.0% | $5,983-1.6% |
| Admin fee / account holder | $229 | $10,809-97.9% | $9,310-97.5% | $11,250-98.0% |