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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 | $182,229 | $183,539-0.7% | $155,556+17.1% | $145,897+24.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.42% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,026 | $5,315-61.9% | $4,675-56.7% | $4,663-56.5% |
| Participant deferral / active EE | $7,951 | $6,467+23.0% | $5,631+41.2% | $6,689+18.9% |
| Admin fee / account holder | $53 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |