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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 | $198,142 | $111,535+77.7% | $105,223+88.3% | $137,256+44.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.18% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,687 | $3,939-31.8% | $3,689-27.1% | $4,156-35.3% |
| Participant deferral / active EE | $8,009 | $5,500+45.6% | $5,072+57.9% | $6,407+25.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |