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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 | $226,734 | $165,399+37.1% | $149,745+51.4% | $158,982+42.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 12.46% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $2,334 | $5,105-54.3% | $4,646-49.8% | $4,763-51.0% |
| Participant deferral / active EE | $12,173 | $7,183+69.5% | $6,843+77.9% | $5,983+103.4% |
| Admin fee / account holder | $287 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |