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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 | $173,981 | $176,402-1.4% | $134,155+29.7% | $158,931+9.5% |
| Participation rate | 95.2% | 78.7%+16.5pp | 72.2%+23.1pp | 82.0%+13.3pp |
| Annual return | 16.06% | 63.64%-47.6pp | 36.33%-20.3pp | 302.86%-286.8pp |
| Employer contribution / active EE | $4,938 | $5,041-2.1% | $3,704+33.3% | $4,761+3.7% |
| Participant deferral / active EE | $10,399 | $4,092+154.1% | $3,499+197.2% | $5,982+73.8% |
| Admin fee / account holder | $184 | $8,719-97.9% | $6,685-97.3% | $11,247-98.4% |