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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 | $197,924 | $183,539+7.8% | $155,556+27.2% | $145,897+35.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.06% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,418 | $5,315-73.3% | $4,675-69.7% | $4,663-69.6% |
| Participant deferral / active EE | $7,543 | $6,467+16.6% | $5,631+34.0% | $6,689+12.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |