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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 | $157,192 | $139,948+12.3% | $121,663+29.2% | $154,746+1.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.86% | 230.52%-219.7pp | 147.54%-136.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $2,468 | $3,521-29.9% | $3,020-18.3% | $4,379-43.6% |
| Participant deferral / active EE | $2,696 | $5,629-52.1% | $4,887-44.8% | $6,730-59.9% |
| Admin fee / account holder | $174 | $17,321-99.0% | $14,289-98.8% | $14,365-98.8% |