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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 | $151,986 | $157,304-3.4% | $141,197+7.6% | $152,909-0.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 26.44% | 64.34%-37.9pp | 71.41%-45.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $6,351 | $5,263+20.7% | $4,736+34.1% | $4,764+33.3% |
| Participant deferral / active EE | $5,985 | $7,111-15.8% | $6,710-10.8% | $5,851+2.3% |
| Admin fee / account holder | $12 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |