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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 | $187,407 | $162,967+15.0% | $135,792+38.0% | $138,895+34.9% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.6%+20.7pp | 79.9%+13.4pp |
| Annual return | 46.76% | 30.08%+16.7pp | 25.96%+20.8pp | 145.39%-98.6pp |
| Employer contribution / active EE | $4,958 | $4,211+17.7% | $3,496+41.8% | $4,194+18.2% |
| Participant deferral / active EE | $11,039 | $5,640+95.7% | $4,759+132.0% | $6,396+72.6% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |