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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 | $229,095 | $183,592+24.8% | $155,574+47.3% | $145,877+57.0% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 15.88% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,060 | $5,317-4.8% | $4,676+8.2% | $4,663+8.5% |
| Participant deferral / active EE | $9,022 | $6,466+39.5% | $5,629+60.3% | $6,691+34.8% |
| Admin fee / account holder | $66 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |