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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 | $137,032 | $165,381-17.1% | $149,730-8.5% | $158,966-13.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.75% | 348.29%-332.5pp | 276.70%-261.0pp | 302.95%-287.2pp |
| Employer contribution / active EE | $6,254 | $5,104+22.5% | $4,645+34.6% | $4,762+31.3% |
| Participant deferral / active EE | $12,811 | $7,182+78.4% | $6,843+87.2% | $5,983+114.1% |
| Admin fee / account holder | $221 | $10,809-98.0% | $9,310-97.6% | $11,250-98.0% |