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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 | $148,868 | $176,105-15.5% | $159,474-6.7% | $167,536-11.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.59% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $964 | $5,299-81.8% | $4,831-80.1% | $4,839-80.1% |
| Participant deferral / active EE | $7,854 | $7,751+1.3% | $7,353+6.8% | $6,342+23.8% |
| Admin fee / account holder | $193 | $12,559-98.5% | $10,802-98.2% | $12,315-98.4% |