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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 | $177,819 | $183,516-3.1% | $155,534+14.3% | $145,884+21.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.50% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,297 | $5,315-75.6% | $4,675-72.3% | $4,662-72.2% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |