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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 | $234,292 | $139,948+67.4% | $121,663+92.6% | $154,746+51.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 18.62% | 230.52%-211.9pp | 147.54%-128.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,206 | $3,521-8.9% | $3,020+6.2% | $4,379-26.8% |
| Participant deferral / active EE | $7,317 | $5,629+30.0% | $4,887+49.7% | $6,730+8.7% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |