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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 | $209,410 | $183,592+14.1% | $155,574+34.6% | $145,877+43.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 8.98% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,931 | $5,317-44.9% | $4,676-37.3% | $4,663-37.1% |
| Participant deferral / active EE | $4,414 | $6,466-31.7% | $5,629-21.6% | $6,691-34.0% |
| Admin fee / account holder | $36 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |