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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 | $167,688 | $176,786-5.1% | $146,643+14.4% | $167,536+0.1% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 15.52% | 24.04%-8.5pp | 22.75%-7.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $10,000 | $5,161+93.8% | $4,137+141.7% | $4,839+106.7% |
| Participant deferral / active EE | $12,495 | $6,440+94.0% | $5,506+126.9% | $6,342+97.0% |
| Admin fee / account holder | $73 | $13,262-99.4% | $10,280-99.3% | $12,315-99.4% |