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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 | $223,592 | $162,136+37.9% | $152,301+46.8% | $154,746+44.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.61% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,519 | $4,890-28.0% | $4,624-23.9% | $4,379-19.6% |
| Participant deferral / active EE | $9,126 | $8,341+9.4% | $8,004+14.0% | $6,730+35.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |