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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 | $207,297 | $183,592+12.9% | $155,567+33.3% | $145,959+42.0% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 14.23% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,526 | $5,315-52.5% | $4,674-46.0% | $4,661-45.8% |
| Participant deferral / active EE | $6,296 | $6,464-2.6% | $5,628+11.9% | $6,689-5.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |