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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 | $186,095 | $157,296+18.3% | $141,191+31.8% | $152,897+21.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $5,238 | $5,262-0.5% | $4,736+10.6% | $4,764+10.0% |
| Participant deferral / active EE | $3,467 | $7,111-51.2% | $6,710-48.3% | $5,851-40.8% |
| Admin fee / account holder | $85 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |