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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 | $179,581 | $144,130+24.6% | $117,861+52.4% | $147,586+21.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 19.23% | 531.20%-512.0pp | 335.11%-315.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,098 | $4,897-77.6% | $3,786-71.0% | $4,876-77.5% |
| Participant deferral / active EE | $3,925 | $5,316-26.2% | $4,482-12.4% | $5,439-27.8% |
| Admin fee / account holder | $28 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |