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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 | $167,351 | $148,623+12.6% | $135,974+23.1% | $139,466+20.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.86% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $4,214 | $5,246-19.7% | $4,859-13.3% | $4,754-11.4% |
| Participant deferral / active EE | $11,737 | $8,103+44.9% | $7,760+51.3% | $6,712+74.9% |
| Admin fee / account holder | $34 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |