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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 | $201,105 | $157,296+27.9% | $141,191+42.4% | $152,897+31.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.74% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $4,683 | $5,262-11.0% | $4,736-1.1% | $4,764-1.7% |
| Participant deferral / active EE | $11,367 | $7,111+59.9% | $6,710+69.4% | $5,851+94.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |