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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 | $201,020 | $162,136+24.0% | $152,301+32.0% | $154,746+29.9% |
| Participation rate | 73.7% | 84.1%-10.4pp | 82.4%-8.8pp | 80.7%-7.0pp |
| Annual return | 18.63% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,154 | $4,890-35.5% | $4,624-31.8% | $4,379-28.0% |
| Participant deferral / active EE | $9,780 | $8,341+17.3% | $8,004+22.2% | $6,730+45.3% |
| Admin fee / account holder | $8 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |