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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 | $183,936 | $183,627+0.2% | $155,602+18.2% | $145,978+26.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.40% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,856 | $5,316-65.1% | $4,675-60.3% | $4,662-60.2% |
| Participant deferral / active EE | $6,125 | $6,466-5.3% | $5,629+8.8% | $6,690-8.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |