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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 | $129,737+52.7% | $119,126+66.3% | $154,746+28.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.18% | 379.08%-358.9pp | 282.11%-261.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,687 | $4,375-38.6% | $4,034-33.4% | $4,379-38.6% |
| Participant deferral / active EE | $8,009 | $5,842+37.1% | $5,318+50.6% | $6,730+19.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |