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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 | $237,671 | $114,119+108.3% | $107,187+121.7% | $138,895+71.1% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 19.04% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $4,314 | $4,059+6.3% | $3,782+14.1% | $4,194+2.9% |
| Participant deferral / active EE | $10,272 | $5,538+85.5% | $5,096+101.6% | $6,396+60.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |