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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 | $152,481 | $165,399-7.8% | $149,745+1.8% | $158,982-4.1% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 12.67% | 348.34%-335.7pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $6,522 | $5,105+27.8% | $4,646+40.4% | $4,763+36.9% |
| Participant deferral / active EE | $7,505 | $7,183+4.5% | $6,843+9.7% | $5,983+25.4% |
| Admin fee / account holder | $118 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |