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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 | $74,812 | $185,312-59.6% | $161,489-53.7% | $154,746-51.7% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 20.73% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $8,615 | $4,769+80.6% | $4,268+101.8% | $4,379+96.7% |
| Participant deferral / active EE | $7,720 | $6,350+21.6% | $5,630+37.1% | $6,730+14.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |