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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 | $151,470 | $148,629+1.9% | $135,982+11.4% | $139,487+8.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.38% | 79.33%-62.0pp | 68.32%-50.9pp | 373.84%-356.5pp |
| Employer contribution / active EE | $4,390 | $5,247-16.3% | $4,859-9.6% | $4,755-7.7% |
| Participant deferral / active EE | $7,787 | $8,102-3.9% | $7,760+0.3% | $6,713+16.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |