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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 | $147,975 | $148,623-0.4% | $135,974+8.8% | $139,466+6.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.48% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $6,412 | $5,246+22.2% | $4,859+32.0% | $4,754+34.9% |
| Participant deferral / active EE | $12,563 | $8,103+55.0% | $7,760+61.9% | $6,712+87.2% |
| Admin fee / account holder | $89 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |