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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 | $247,368 | $157,296+57.3% | $141,191+75.2% | $152,897+61.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 23.57% | 64.34%-40.8pp | 71.41%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $8,504 | $5,262+61.6% | $4,736+79.6% | $4,764+78.5% |
| Participant deferral / active EE | $5,802 | $7,111-18.4% | $6,710-13.5% | $5,851-0.8% |
| Admin fee / account holder | $281 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |