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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 | $236,705 | $181,062+30.7% | $158,223+49.6% | $155,188+52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.81% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,162 | $4,565-52.6% | $4,109-47.4% | $4,248-49.1% |
| Participant deferral / active EE | $8,853 | $6,134+44.3% | $5,467+61.9% | $6,531+35.5% |
| Admin fee / account holder | $45 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |