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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 | $228,483 | $202,460+12.9% | $169,385+34.9% | $139,456+63.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 23.86% | 532.07%-508.2pp | 405.82%-382.0pp | 373.45%-349.6pp |
| Employer contribution / active EE | $2,822 | $4,691-39.9% | $4,012-29.7% | $4,753-40.6% |
| Participant deferral / active EE | $17,699 | $6,938+155.1% | $6,221+184.5% | $6,711+163.7% |
| Admin fee / account holder | $69 | $10,719-99.4% | $9,011-99.2% | $11,407-99.4% |