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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 | $179,640 | $157,304+14.2% | $141,197+27.2% | $152,909+17.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.50% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,431 | $5,263-53.8% | $4,736-48.7% | $4,764-49.0% |
| Participant deferral / active EE | $6,553 | $7,111-7.8% | $6,710-2.3% | $5,851+12.0% |
| Admin fee / account holder | $1 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |