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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 | $247,941 | $185,312+33.8% | $161,489+53.5% | $154,746+60.2% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 17.91% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,800 | $4,769-62.3% | $4,268-57.8% | $4,379-58.9% |
| Participant deferral / active EE | $4,691 | $6,350-26.1% | $5,630-16.7% | $6,730-30.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |