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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 | $152,112 | $165,399-8.0% | $149,745+1.6% | $158,982-4.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.17% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.8pp |
| Employer contribution / active EE | $9,653 | $5,105+89.1% | $4,646+107.8% | $4,763+102.7% |
| Participant deferral / active EE | $8,521 | $7,183+18.6% | $6,843+24.5% | $5,983+42.4% |
| Admin fee / account holder | $236 | $10,811-97.8% | $9,312-97.5% | $11,252-97.9% |