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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 | $189,918 | $157,276+20.8% | $141,177+34.5% | $152,885+24.2% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 27.13% | 64.33%-37.2pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $3,312 | $5,262-37.1% | $4,736-30.1% | $4,763-30.5% |
| Participant deferral / active EE | $8,377 | $7,110+17.8% | $6,710+24.8% | $5,851+43.2% |
| Admin fee / account holder | $13 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |