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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 | $170,992 | $148,629+15.0% | $135,982+25.7% | $139,487+22.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.07% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $2,408 | $5,247-54.1% | $4,859-50.4% | $4,755-49.4% |
| Participant deferral / active EE | $7,633 | $8,102-5.8% | $7,760-1.6% | $6,713+13.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |