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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 | $151,889 | $183,516-17.2% | $155,534-2.3% | $145,884+4.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,551 | $5,315-70.8% | $4,675-66.8% | $4,662-66.7% |
| Participant deferral / active EE | $9,712 | $6,467+50.2% | $5,630+72.5% | $6,690+45.2% |
| Admin fee / account holder | $183 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |