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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 | $183,539-4.9% | $155,556+12.2% | $145,897+19.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.3pp | 80.3%-1.7pp |
| Annual return | 13.10% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,471 | $5,315-53.5% | $4,675-47.2% | $4,663-47.0% |
| Participant deferral / active EE | $6,054 | $6,467-6.4% | $5,631+7.5% | $6,689-9.5% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |