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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 | $146,920 | $183,539-20.0% | $155,556-5.6% | $145,897+0.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.26% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,427 | $5,315-73.1% | $4,675-69.5% | $4,663-69.4% |
| Participant deferral / active EE | $6,369 | $6,467-1.5% | $5,631+13.1% | $6,689-4.8% |
| Admin fee / account holder | $34 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |