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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 | $179,871 | $183,539-2.0% | $155,556+15.6% | $145,897+23.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.44% | 61.31%-35.9pp | 64.84%-39.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $2,606 | $5,315-51.0% | $4,675-44.3% | $4,663-44.1% |
| Participant deferral / active EE | $6,335 | $6,467-2.0% | $5,631+12.5% | $6,689-5.3% |
| Admin fee / account holder | $55 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |