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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 | $246,668 | $183,516+34.4% | $155,534+58.6% | $145,884+69.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.59% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $9,346 | $5,315+75.9% | $4,675+99.9% | $4,662+100.5% |
| Participant deferral / active EE | $6,949 | $6,467+7.5% | $5,630+23.4% | $6,690+3.9% |
| Admin fee / account holder | $45 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |