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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 | $221,099 | $138,075+60.1% | $123,552+79.0% | $135,379+63.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 9.56% | 153.70%-144.1pp | 119.20%-109.6pp | 519.79%-510.2pp |
| Employer contribution / active EE | $3,711 | $5,152-28.0% | $4,628-19.8% | $4,779-22.4% |
| Participant deferral / active EE | $7,263 | $6,800+6.8% | $6,426+13.0% | $5,609+29.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |