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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 | $152,620 | $157,296-3.0% | $141,191+8.1% | $152,897-0.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.11% | 64.34%-41.2pp | 71.41%-48.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $4,886 | $5,262-7.1% | $4,736+3.2% | $4,764+2.6% |
| Participant deferral / active EE | $10,270 | $7,111+44.4% | $6,710+53.1% | $5,851+75.5% |
| Admin fee / account holder | $78 | $12,125-99.4% | $10,264-99.2% | $11,599-99.3% |