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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 | $186,151 | $165,399+12.5% | $149,745+24.3% | $158,982+17.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 17.06% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,471 | $5,105-51.6% | $4,646-46.8% | $4,763-48.1% |
| Participant deferral / active EE | $8,573 | $7,183+19.4% | $6,843+25.3% | $5,983+43.3% |
| Admin fee / account holder | $24 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |