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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 | $220,317 | $155,555+41.6% | $146,866+50.0% | $155,188+42.0% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 14.54% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $813 | $4,647-82.5% | $4,425-81.6% | $4,248-80.9% |
| Participant deferral / active EE | $7,942 | $8,044-1.3% | $7,759+2.4% | $6,531+21.6% |
| Admin fee / account holder | $29 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |