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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 | $174,495 | $183,592-5.0% | $155,574+12.2% | $145,877+19.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 13.10% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,471 | $5,317-53.5% | $4,676-47.2% | $4,663-47.0% |
| Participant deferral / active EE | $6,054 | $6,466-6.4% | $5,629+7.5% | $6,691-9.5% |
| Admin fee / account holder | $33 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |