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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 | $186,986 | $148,623+25.8% | $135,974+37.5% | $139,466+34.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.70% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $7,707 | $5,246+46.9% | $4,859+58.6% | $4,754+62.1% |
| Participant deferral / active EE | $13,674 | $8,103+68.8% | $7,760+76.2% | $6,712+103.7% |
| Admin fee / account holder | $80 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |