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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 | $173,447 | $108,942+59.2% | $100,415+72.7% | $145,897+18.9% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 23.72% | 58.27%-34.6pp | 49.47%-25.8pp | 552.29%-528.6pp |
| Employer contribution / active EE | $4,292 | $4,422-2.9% | $3,943+8.9% | $4,663-7.9% |
| Participant deferral / active EE | $8,438 | $8,461-0.3% | $8,091+4.3% | $6,689+26.1% |
| Admin fee / account holder | $164 | $9,702-98.3% | $7,906-97.9% | $13,390-98.8% |