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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 | $183,627-0.8% | $155,602+17.1% | $145,978+24.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.42% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $2,026 | $5,316-61.9% | $4,675-56.7% | $4,662-56.5% |
| Participant deferral / active EE | $7,951 | $6,466+23.0% | $5,629+41.3% | $6,690+18.9% |
| Admin fee / account holder | $53 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |