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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 | $183,991 | $157,276+17.0% | $141,177+30.3% | $152,885+20.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 21.24% | 64.33%-43.1pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $6,944 | $5,262+32.0% | $4,736+46.6% | $4,763+45.8% |
| Participant deferral / active EE | $9,286 | $7,110+30.6% | $6,710+38.4% | $5,851+58.7% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |